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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 | $15,339 | $183,592-91.6% | $155,567-90.1% | $145,959-89.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -0.89% | 61.24%-62.1pp | 64.74%-65.6pp | 561.95%-562.8pp |
| Employer contribution / active EE | $8,259 | $5,315+55.4% | $4,674+76.7% | $4,661+77.2% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,733 | $19,318-80.7% | $15,916-76.5% | $13,398-72.1% |