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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 | $12,327 | $69,444-82.2% | $92,985-86.7% | $87,485-85.9% |
| Participation rate | 13.4% | 63.3%-49.9pp | 69.5%-56.1pp | 68.9%-55.5pp |
| Annual return | -92.92% | 23.85%-116.8pp | 27.99%-120.9pp | 26.06%-119.0pp |
| Employer contribution / active EE | $532 | $1,917-72.3% | $2,662-80.0% | $2,596-79.5% |
| Participant deferral / active EE | $1,542 | $3,364-54.2% | $4,377-64.8% | $4,274-63.9% |
| Admin fee / account holder | $21,107 | $6,137+243.9% | $9,463+123.0% | $7,775+171.5% |