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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 | $27,348 | $180,462-84.8% | $154,111-82.3% | $135,379-79.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -11.25% | 888.17%-899.4pp | 735.18%-746.4pp | 519.79%-531.0pp |
| Employer contribution / active EE | $2,333 | $6,036-61.3% | $5,298-56.0% | $4,779-51.2% |
| Participant deferral / active EE | $3,017 | $5,806-48.0% | $5,081-40.6% | $5,609-46.2% |
| Admin fee / account holder | $2,012 | $16,145-87.5% | $13,411-85.0% | $10,828-81.4% |