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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 | $12,471 | $90,486-86.2% | $78,676-84.1% | $273,972-95.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -3.51% | 75.62%-79.1pp | 62.19%-65.7pp | 41.46%-45.0pp |
| Employer contribution / active EE | $954 | $3,175-70.0% | $2,850-66.5% | $4,869-80.4% |
| Participant deferral / active EE | $1,389 | $3,901-64.4% | $3,517-60.5% | $5,287-73.7% |
| Admin fee / account holder | $30,211 | $5,263+474.0% | $4,510+569.9% | $10,133+198.2% |