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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 | $12,558 | $112,935-88.9% | $90,970-86.2% | $158,966-92.1% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | -2.96% | 215.79%-218.7pp | 134.58%-137.5pp | 302.95%-305.9pp |
| Employer contribution / active EE | $960 | $2,895-66.8% | $2,122-54.8% | $4,762-79.8% |
| Participant deferral / active EE | $1,678 | $4,129-59.3% | $3,373-50.2% | $5,983-71.9% |
| Admin fee / account holder | $25,495 | $8,045+216.9% | $5,960+327.7% | $11,250+126.6% |