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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 | $25,129 | $180,462-86.1% | $154,111-83.7% | $135,379-81.4% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -12.36% | 888.17%-900.5pp | 735.18%-747.5pp | 519.79%-532.1pp |
| Employer contribution / active EE | $2,190 | $6,036-63.7% | $5,298-58.7% | $4,779-54.2% |
| Participant deferral / active EE | $3,864 | $5,806-33.4% | $5,081-23.9% | $5,609-31.1% |
| Admin fee / account holder | $3,535 | $16,145-78.1% | $13,411-73.6% | $10,828-67.4% |