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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 | $21,787 | $180,462-87.9% | $154,111-85.9% | $135,379-83.9% |
| Participation rate | 52.6% | 87.4%-34.8pp | 83.0%-30.4pp | 82.6%-30.0pp |
| Annual return | -9.58% | 888.17%-897.7pp | 735.18%-744.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,760 | $6,036-70.8% | $5,298-66.8% | $4,779-63.2% |
| Participant deferral / active EE | $3,607 | $5,806-37.9% | $5,081-29.0% | $5,609-35.7% |
| Admin fee / account holder | $623 | $16,145-96.1% | $13,411-95.4% | $10,828-94.2% |