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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 | $22,653 | $180,459-87.4% | $154,108-85.3% | $135,380-83.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -13.62% | 888.21%-901.8pp | 735.21%-748.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $1,814 | $6,035-69.9% | $5,298-65.8% | $4,779-62.0% |
| Participant deferral / active EE | $11,237 | $5,806+93.5% | $5,081+121.2% | $5,609+100.3% |
| Admin fee / account holder | $1,510 | $16,145-90.6% | $13,411-88.7% | $10,828-86.1% |