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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 | $13,507 | $138,076-90.2% | $123,553-89.1% | $135,380-90.0% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -14.07% | 153.70%-167.8pp | 119.21%-133.3pp | 519.81%-533.9pp |
| Employer contribution / active EE | $2,152 | $5,152-58.2% | $4,628-53.5% | $4,779-55.0% |
| Participant deferral / active EE | $6,724 | $6,800-1.1% | $6,426+4.6% | $5,609+19.9% |
| Admin fee / account holder | $5,908 | $10,917-45.9% | $9,284-36.4% | $10,828-45.4% |