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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 | $20,029 | $138,076-85.5% | $123,553-83.8% | $135,380-85.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -12.77% | 153.70%-166.5pp | 119.21%-132.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $3,150 | $5,152-38.9% | $4,628-31.9% | $4,779-34.1% |
| Participant deferral / active EE | $5,354 | $6,800-21.3% | $6,426-16.7% | $5,609-4.6% |
| Admin fee / account holder | $898 | $10,917-91.8% | $9,284-90.3% | $10,828-91.7% |