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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 | $19,671 | $160,059-87.7% | $140,019-86.0% | $135,379-85.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -20.63% | 911.44%-932.1pp | 651.15%-671.8pp | 519.79%-540.4pp |
| Employer contribution / active EE | $1,604 | $6,420-75.0% | $5,605-71.4% | $4,779-66.4% |
| Participant deferral / active EE | $4,312 | $7,641-43.6% | $6,927-37.7% | $5,609-23.1% |
| Admin fee / account holder | $371 | $13,328-97.2% | $10,705-96.5% | $10,828-96.6% |