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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 | $16,267 | $180,462-91.0% | $154,111-89.4% | $135,379-88.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -9.64% | 888.17%-897.8pp | 735.18%-744.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,905 | $6,036-68.4% | $5,298-64.0% | $4,779-60.1% |
| Participant deferral / active EE | $2,314 | $5,806-60.2% | $5,081-54.5% | $5,609-58.8% |
| Admin fee / account holder | $2,927 | $16,145-81.9% | $13,411-78.2% | $10,828-73.0% |