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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 | $9,895 | $157,829-93.7% | $136,867-92.8% | $198,609-95.0% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | -16.22% | 51.25%-67.5pp | 42.97%-59.2pp | 202.70%-218.9pp |
| Employer contribution / active EE | $2,055 | $3,923-47.6% | $3,547-42.1% | $5,055-59.4% |
| Participant deferral / active EE | $1,962 | $5,463-64.1% | $4,924-60.1% | $6,977-71.9% |
| Admin fee / account holder | $1,846 | $11,107-83.4% | $10,340-82.1% | $19,030-90.3% |