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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 | $11,817 | $138,068-91.4% | $125,358-90.6% | $134,493-91.2% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -23.97% | 750.30%-774.3pp | 572.03%-596.0pp | 418.01%-442.0pp |
| Employer contribution / active EE | $1,266 | $5,244-75.9% | $4,814-73.7% | $4,740-73.3% |
| Participant deferral / active EE | $3,841 | $7,799-50.8% | $7,447-48.4% | $6,400-40.0% |
| Admin fee / account holder | $311 | $11,568-97.3% | $10,007-96.9% | $11,425-97.3% |