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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 | $15,627 | $167,362-90.7% | $143,799-89.1% | $134,532-88.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -29.27% | 0.47%-29.7pp | -0.04%-29.2pp | 418.27%-447.5pp |
| Employer contribution / active EE | $1,953 | $5,620-65.3% | $4,952-60.6% | $4,741-58.8% |
| Participant deferral / active EE | $4,480 | $6,447-30.5% | $5,638-20.5% | $6,401-30.0% |
| Admin fee / account holder | $795 | $18,094-95.6% | $14,677-94.6% | $11,429-93.0% |