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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 | $24,761 | $160,059-84.5% | $140,019-82.3% | $135,380-81.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.99% | 911.48%-921.5pp | 651.17%-661.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $10,449 | $6,420+62.8% | $5,605+86.4% | $4,779+118.6% |
| Participant deferral / active EE | $10,494 | $7,641+37.3% | $6,927+51.5% | $5,609+87.1% |
| Admin fee / account holder | $5,754 | $13,328-56.8% | $10,705-46.3% | $10,828-46.9% |