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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 | $12,697 | $138,076-90.8% | $123,553-89.7% | $135,380-90.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -13.28% | 153.70%-167.0pp | 119.21%-132.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $1,450 | $5,152-71.9% | $4,628-68.7% | $4,779-69.7% |
| Participant deferral / active EE | $2,655 | $6,800-61.0% | $6,426-58.7% | $5,609-52.7% |
| Admin fee / account holder | $1,029 | $10,917-90.6% | $9,284-88.9% | $10,828-90.5% |