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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 | $10,068 | $135,645-92.6% | $110,243-90.9% | $135,380-92.6% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -15.91% | 513.24%-529.1pp | 314.76%-330.7pp | 519.81%-535.7pp |
| Employer contribution / active EE | $1,883 | $4,907-61.6% | $3,827-50.8% | $4,779-60.6% |
| Participant deferral / active EE | $3,467 | $5,507-37.0% | $4,672-25.8% | $5,609-38.2% |
| Admin fee / account holder | $1,079 | $11,458-90.6% | $8,548-87.4% | $10,828-90.0% |