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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 | $12,957 | $138,076-90.6% | $123,553-89.5% | $135,380-90.4% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -11.09% | 153.70%-164.8pp | 119.21%-130.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,551 | $5,152-69.9% | $4,628-66.5% | $4,779-67.5% |
| Participant deferral / active EE | $2,625 | $6,800-61.4% | $6,426-59.2% | $5,609-53.2% |
| Admin fee / account holder | $1,467 | $10,917-86.6% | $9,284-84.2% | $10,828-86.5% |