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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 | $10,354 | $117,846-91.2% | $102,434-89.9% | $145,884-92.9% |
| Participation rate | 9.1% | 78.6%-69.5pp | 76.5%-67.4pp | 80.3%-71.2pp |
| Annual return | -50.88% | 31.90%-82.8pp | 29.46%-80.3pp | 551.85%-602.7pp |
| Employer contribution / active EE | $2,001 | $3,615-44.7% | $3,023-33.8% | $4,662-57.1% |
| Participant deferral / active EE | $4,778 | $5,733-16.7% | $5,055-5.5% | $6,690-28.6% |
| Admin fee / account holder | $700,889 | $13,356+5147.8% | $9,462+7307.4% | $13,392+5133.7% |