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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 | $10,628 | $154,228-93.1% | $145,433-92.7% | $137,256-92.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | -99.43% | 74.59%-174.0pp | 66.58%-166.0pp | 220.34%-319.8pp |
| Employer contribution / active EE | $980 | $4,804-79.6% | $4,554-78.5% | $4,156-76.4% |
| Participant deferral / active EE | $6,804 | $8,216-17.2% | $7,897-13.8% | $6,407+6.2% |
| Admin fee / account holder | $1,305 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |