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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 | $19,989 | $160,059-87.5% | $140,019-85.7% | $135,382-85.2% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -10.12% | 911.44%-921.6pp | 651.15%-661.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,971 | $7,641-61.1% | $6,927-57.1% | $5,609-47.0% |
| Admin fee / account holder | $440 | $13,328-96.7% | $10,705-95.9% | $10,829-95.9% |