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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 | $15,469 | $138,075-88.8% | $123,552-87.5% | $135,379-88.6% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -35.26% | 153.70%-189.0pp | 119.20%-154.5pp | 519.79%-555.0pp |
| Employer contribution / active EE | $2,257 | $5,152-56.2% | $4,628-51.2% | $4,779-52.8% |
| Participant deferral / active EE | $9,764 | $6,800+43.6% | $6,426+51.9% | $5,609+74.1% |
| Admin fee / account holder | $707 | $10,917-93.5% | $9,285-92.4% | $10,828-93.5% |