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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 | $19,413 | $135,645-85.7% | $110,243-82.4% | $135,380-85.7% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.8%-21.0pp | 82.6%-23.8pp |
| Annual return | -10.95% | 513.24%-524.2pp | 314.76%-325.7pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,327 | $4,907-73.0% | $3,827-65.3% | $4,779-72.2% |
| Participant deferral / active EE | $2,812 | $5,507-48.9% | $4,672-39.8% | $5,609-49.9% |
| Admin fee / account holder | $626 | $11,458-94.5% | $8,548-92.7% | $10,828-94.2% |