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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 | $12,455 | $116,203-89.3% | $93,621-86.7% | $152,897-91.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | -16.33% | 35.96%-52.3pp | 32.76%-49.1pp | 345.43%-361.8pp |
| Employer contribution / active EE | $556 | $3,219-82.7% | $2,719-79.5% | $4,764-88.3% |
| Participant deferral / active EE | $4,959 | $4,605+7.7% | $4,070+21.8% | $5,851-15.3% |
| Admin fee / account holder | $19,408 | $10,751+80.5% | $7,890+146.0% | $11,599+67.3% |