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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 | $18,684 | $138,076-86.5% | $123,553-84.9% | $135,380-86.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.64% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,438 | $5,152-72.1% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $3,890 | $6,800-42.8% | $6,426-39.5% | $5,609-30.6% |
| Admin fee / account holder | $551 | $10,917-95.0% | $9,284-94.1% | $10,828-94.9% |