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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 | $15,755 | $211,946-92.6% | $169,452-90.7% | $135,379-88.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -10.59% | 3.26%-13.9pp | 1.83%-12.4pp | 519.79%-530.4pp |
| Employer contribution / active EE | $2,723 | $5,117-46.8% | $4,157-34.5% | $4,779-43.0% |
| Participant deferral / active EE | $4,575 | $6,075-24.7% | $5,277-13.3% | $5,609-18.4% |
| Admin fee / account holder | $10,039 | $11,472-12.5% | $9,110+10.2% | $10,828-7.3% |