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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 | $19,780 | $180,459-89.0% | $154,108-87.2% | $135,380-85.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -13.17% | 888.21%-901.4pp | 735.21%-748.4pp | 519.81%-533.0pp |
| Employer contribution / active EE | $1,825 | $6,035-69.8% | $5,298-65.6% | $4,779-61.8% |
| Participant deferral / active EE | $2,154 | $5,806-62.9% | $5,081-57.6% | $5,609-61.6% |
| Admin fee / account holder | $664 | $16,145-95.9% | $13,411-95.1% | $10,828-93.9% |