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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 | $10,145 | $138,078-92.7% | $125,363-91.9% | $134,509-92.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.97% | 750.49%-773.5pp | 572.15%-595.1pp | 418.13%-441.1pp |
| Employer contribution / active EE | $1,522 | $5,245-71.0% | $4,815-68.4% | $4,741-67.9% |
| Participant deferral / active EE | $4,392 | $7,800-43.7% | $7,447-41.0% | $6,400-31.4% |
| Admin fee / account holder | $435 | $11,566-96.2% | $10,005-95.7% | $11,427-96.2% |