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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 | $12,437 | $105,861-88.3% | $90,756-86.3% | $134,509-90.8% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -21.69% | -10.99%-10.7pp | -12.16%-9.5pp | 418.13%-439.8pp |
| Employer contribution / active EE | $2,440 | $3,463-29.6% | $2,922-16.5% | $4,741-48.5% |
| Participant deferral / active EE | $3,594 | $5,217-31.1% | $4,565-21.3% | $6,400-43.8% |
| Admin fee / account holder | $1,918 | $13,938-86.2% | $8,445-77.3% | $11,427-83.2% |