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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 | $8,459 | $152,597-94.5% | $117,533-92.8% | $134,532-93.7% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -21.48% | 53.04%-74.5pp | 29.77%-51.2pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,446 | $5,576-74.1% | $4,179-65.4% | $4,741-69.5% |
| Participant deferral / active EE | $2,366 | $4,821-50.9% | $4,072-41.9% | $6,401-63.0% |
| Admin fee / account holder | $1,922 | $7,007-72.6% | $5,647-66.0% | $11,429-83.2% |