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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 | $14,759 | $138,075-89.3% | $123,552-88.1% | $135,379-89.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.63% | 153.70%-164.3pp | 119.20%-129.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $1,294 | $5,152-74.9% | $4,628-72.0% | $4,779-72.9% |
| Participant deferral / active EE | $4,073 | $6,800-40.1% | $6,426-36.6% | $5,609-27.4% |
| Admin fee / account holder | $12,385 | $10,917+13.4% | $9,285+33.4% | $10,828+14.4% |