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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 | $14,440 | $138,114-89.5% | $125,391-88.5% | $134,545-89.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.12% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $1,797 | $5,246-65.8% | $4,816-62.7% | $4,742-62.1% |
| Participant deferral / active EE | $3,040 | $7,801-61.0% | $7,448-59.2% | $6,401-52.5% |
| Admin fee / account holder | $664 | $11,570-94.3% | $10,009-93.4% | $11,431-94.2% |