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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 | $22,715 | $197,603-88.5% | $177,827-87.2% | $158,950-85.7% |
| Participation rate | 35.3% | 88.5%-53.3pp | 87.7%-52.4pp | 82.0%-46.7pp |
| Annual return | -3.83% | 58.76%-62.6pp | 48.32%-52.1pp | 302.91%-306.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,062 | $8,404-63.6% | $7,713-60.3% | $5,983-48.8% |
| Admin fee / account holder | $5,523 | $15,402-64.1% | $12,429-55.6% | $11,248-50.9% |