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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 | $10,295 | $138,075-92.5% | $123,552-91.7% | $135,379-92.4% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -18.30% | 153.70%-172.0pp | 119.20%-137.5pp | 519.79%-538.1pp |
| Employer contribution / active EE | $2,071 | $5,152-59.8% | $4,628-55.3% | $4,779-56.7% |
| Participant deferral / active EE | $4,798 | $6,800-29.4% | $6,426-25.3% | $5,609-14.5% |
| Admin fee / account holder | $487 | $10,917-95.5% | $9,285-94.8% | $10,828-95.5% |