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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 | $23,047 | $168,635-86.3% | $147,617-84.4% | $125,389-81.6% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | -4.49% | 77.65%-82.1pp | 61.98%-66.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,717 | $6,252-72.5% | $5,564-69.1% | $4,866-64.7% |
| Participant deferral / active EE | $4,373 | $5,507-20.6% | $4,895-10.7% | $5,352-18.3% |
| Admin fee / account holder | $1,562 | $13,580-88.5% | $11,612-86.5% | $9,541-83.6% |