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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 | $16,870 | $180,466-90.7% | $154,114-89.1% | $135,382-87.5% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -17.60% | 888.15%-905.8pp | 735.16%-752.8pp | 519.77%-537.4pp |
| Employer contribution / active EE | $1,281 | $6,035-78.8% | $5,298-75.8% | $4,779-73.2% |
| Participant deferral / active EE | $2,006 | $5,806-65.5% | $5,081-60.5% | $5,609-64.2% |
| Admin fee / account holder | $1,174 | $16,144-92.7% | $13,411-91.2% | $10,829-89.2% |