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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,143 | $138,076-88.3% | $123,553-86.9% | $135,380-88.1% |
| Participation rate | 55.0% | 84.7%-29.7pp | 82.3%-27.3pp | 82.6%-27.6pp |
| Annual return | -11.42% | 153.70%-165.1pp | 119.21%-130.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,358 | $5,152-73.6% | $4,628-70.7% | $4,779-71.6% |
| Participant deferral / active EE | $3,054 | $6,800-55.1% | $6,426-52.5% | $5,609-45.6% |
| Admin fee / account holder | $312 | $10,917-97.1% | $9,284-96.6% | $10,828-97.1% |