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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 | $17,035 | $138,072-87.7% | $123,549-86.2% | $135,382-87.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -17.56% | 153.69%-171.3pp | 119.20%-136.8pp | 519.77%-537.3pp |
| Employer contribution / active EE | $1,858 | $5,152-63.9% | $4,628-59.8% | $4,779-61.1% |
| Participant deferral / active EE | $4,049 | $6,799-40.5% | $6,426-37.0% | $5,609-27.8% |
| Admin fee / account holder | $468 | $10,917-95.7% | $9,284-95.0% | $10,829-95.7% |