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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 | $23,895 | $180,466-86.8% | $154,114-84.5% | $135,382-82.3% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -9.65% | 888.15%-897.8pp | 735.16%-744.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $1,375 | $6,035-77.2% | $5,298-74.0% | $4,779-71.2% |
| Participant deferral / active EE | $4,190 | $5,806-27.8% | $5,081-17.5% | $5,609-25.3% |
| Admin fee / account holder | $701 | $16,144-95.7% | $13,411-94.8% | $10,829-93.5% |