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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 | $19,489 | $180,466-89.2% | $154,114-87.4% | $135,382-85.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -9.18% | 888.15%-897.3pp | 735.16%-744.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $2,337 | $6,035-61.3% | $5,298-55.9% | $4,779-51.1% |
| Participant deferral / active EE | $2,337 | $5,806-59.8% | $5,081-54.0% | $5,609-58.3% |
| Admin fee / account holder | $468 | $16,144-97.1% | $13,411-96.5% | $10,829-95.7% |