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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 | $9,595 | $110,410-91.3% | $102,437-90.6% | $145,897-93.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | -18.98% | 24.85%-43.8pp | 24.95%-43.9pp | 552.29%-571.3pp |
| Employer contribution / active EE | $1,727 | $4,217-59.0% | $3,871-55.4% | $4,663-63.0% |
| Participant deferral / active EE | $2,563 | $5,622-54.4% | $5,060-49.3% | $6,689-61.7% |
| Admin fee / account holder | $671 | $9,745-93.1% | $8,388-92.0% | $13,390-95.0% |