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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 | $21,536 | $135,639-84.1% | $110,241-80.5% | $135,382-84.1% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -10.90% | 513.21%-524.1pp | 314.75%-325.7pp | 519.77%-530.7pp |
| Employer contribution / active EE | $2,284 | $4,907-53.4% | $3,827-40.3% | $4,779-52.2% |
| Participant deferral / active EE | $4,905 | $5,507-10.9% | $4,672+5.0% | $5,609-12.6% |
| Admin fee / account holder | $1,818 | $11,457-84.1% | $8,548-78.7% | $10,829-83.2% |