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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 | $15,975 | $209,422-92.4% | $178,503-91.1% | $158,982-90.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -7.57% | 188.81%-196.4pp | 151.12%-158.7pp | 302.99%-310.6pp |
| Employer contribution / active EE | $3,409 | $5,707-40.3% | $5,011-32.0% | $4,763-28.4% |
| Participant deferral / active EE | $4,333 | $5,955-27.2% | $5,202-16.7% | $5,983-27.6% |
| Admin fee / account holder | $51,560 | $17,079+201.9% | $13,987+268.6% | $11,252+358.2% |