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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 | $11,149 | $190,862-94.2% | $159,991-93.0% | $134,509-91.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -20.53% | 552.59%-573.1pp | 408.82%-429.4pp | 418.13%-438.7pp |
| Employer contribution / active EE | $3,050 | $4,995-38.9% | $4,225-27.8% | $4,741-35.7% |
| Participant deferral / active EE | $3,164 | $6,924-54.3% | $6,183-48.8% | $6,400-50.6% |
| Admin fee / account holder | $2,339 | $10,495-77.7% | $8,715-73.2% | $11,427-79.5% |