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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 | $17,972 | $135,645-86.8% | $110,243-83.7% | $135,380-86.7% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -11.31% | 513.24%-524.5pp | 314.76%-326.1pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,832 | $4,907-62.7% | $3,827-52.1% | $4,779-61.7% |
| Participant deferral / active EE | $5,771 | $5,507+4.8% | $4,672+23.5% | $5,609+2.9% |
| Admin fee / account holder | $3,037 | $11,458-73.5% | $8,548-64.5% | $10,828-72.0% |