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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 | $5,016 | $152,542-96.7% | $117,498-95.7% | $134,509-96.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -32.22% | 53.02%-85.2pp | 29.75%-62.0pp | 418.13%-450.4pp |
| Employer contribution / active EE | $1,637 | $5,574-70.6% | $4,178-60.8% | $4,741-65.5% |
| Participant deferral / active EE | $444 | $4,819-90.8% | $4,071-89.1% | $6,400-93.1% |
| Admin fee / account holder | $1,521 | $7,006-78.3% | $5,646-73.1% | $11,427-86.7% |