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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 | $5,621 | $159,934-96.5% | $147,005-96.2% | $145,959-96.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | -1.50% | 98.24%-99.7pp | 418.76%-420.3pp | 561.95%-563.5pp |
| Employer contribution / active EE | $1,887 | $5,287-64.3% | $4,934-61.8% | $4,661-59.5% |
| Participant deferral / active EE | $3,048 | $8,427-63.8% | $8,070-62.2% | $6,689-54.4% |
| Admin fee / account holder | $4,112 | $15,053-72.7% | $13,006-68.4% | $13,398-69.3% |