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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 | $28,259 | $168,636-83.2% | $147,618-80.9% | $125,388-77.5% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -7.92% | 77.65%-85.6pp | 61.98%-69.9pp | 282.24%-290.2pp |
| Employer contribution / active EE | $3,177 | $6,252-49.2% | $5,565-42.9% | $4,866-34.7% |
| Participant deferral / active EE | $6,750 | $5,507+22.6% | $4,895+37.9% | $5,352+26.1% |
| Admin fee / account holder | $874 | $13,580-93.6% | $11,612-92.5% | $9,541-90.8% |