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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 | $18,736 | $180,462-89.6% | $154,111-87.8% | $135,379-86.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -9.37% | 888.17%-897.5pp | 735.18%-744.5pp | 519.79%-529.2pp |
| Employer contribution / active EE | $2,128 | $6,036-64.7% | $5,298-59.8% | $4,779-55.5% |
| Participant deferral / active EE | $3,424 | $5,806-41.0% | $5,081-32.6% | $5,609-39.0% |
| Admin fee / account holder | $2,252 | $16,145-86.1% | $13,411-83.2% | $10,828-79.2% |