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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 | $17,775 | $168,636-89.5% | $147,618-88.0% | $125,388-85.8% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -9.00% | 77.65%-86.6pp | 61.98%-71.0pp | 282.24%-291.2pp |
| Employer contribution / active EE | $3,216 | $6,252-48.6% | $5,565-42.2% | $4,866-33.9% |
| Participant deferral / active EE | $5,084 | $5,507-7.7% | $4,895+3.9% | $5,352-5.0% |
| Admin fee / account holder | $391 | $13,580-97.1% | $11,612-96.6% | $9,541-95.9% |