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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 | $10,196 | $138,102-92.6% | $125,381-91.9% | $134,532-92.4% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -21.38% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,846 | $5,245-64.8% | $4,815-61.7% | $4,741-61.1% |
| Participant deferral / active EE | $3,010 | $7,801-61.4% | $7,448-59.6% | $6,401-53.0% |
| Admin fee / account holder | $2,909 | $11,568-74.9% | $10,007-70.9% | $11,429-74.5% |