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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 | $14,779 | $160,028-90.8% | $147,080-90.0% | $145,884-89.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -2.13% | 98.60%-100.7pp | 420.17%-422.3pp | 551.85%-554.0pp |
| Employer contribution / active EE | $1,102 | $5,286-79.2% | $4,933-77.7% | $4,662-76.4% |
| Participant deferral / active EE | $4,036 | $8,422-52.1% | $8,066-50.0% | $6,690-39.7% |
| Admin fee / account holder | $8,391 | $15,030-44.2% | $12,989-35.4% | $13,392-37.3% |