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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 | $21,735 | $180,459-88.0% | $154,108-85.9% | $135,380-83.9% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -11.70% | 888.21%-899.9pp | 735.21%-746.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $1,479 | $6,035-75.5% | $5,298-72.1% | $4,779-69.1% |
| Participant deferral / active EE | $4,773 | $5,806-17.8% | $5,081-6.1% | $5,609-14.9% |
| Admin fee / account holder | $1,731 | $16,145-89.3% | $13,411-87.1% | $10,828-84.0% |