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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 | $24,394 | $180,459-86.5% | $154,108-84.2% | $135,380-82.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -11.67% | 888.21%-899.9pp | 735.21%-746.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $2,114 | $6,035-65.0% | $5,298-60.1% | $4,779-55.8% |
| Participant deferral / active EE | $5,588 | $5,806-3.8% | $5,081+10.0% | $5,609-0.4% |
| Admin fee / account holder | $2,375 | $16,145-85.3% | $13,411-82.3% | $10,828-78.1% |