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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 | $13,289 | $138,102-90.4% | $125,381-89.4% | $134,532-90.1% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -21.35% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,824 | $5,245-65.2% | $4,815-62.1% | $4,741-61.5% |
| Participant deferral / active EE | $3,647 | $7,801-53.2% | $7,448-51.0% | $6,401-43.0% |
| Admin fee / account holder | $2,160 | $11,568-81.3% | $10,007-78.4% | $11,429-81.1% |