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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 | $138,114-91.4% | $125,391-90.6% | $134,545-91.2% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -23.97% | 750.88%-774.9pp | 572.41%-596.4pp | 418.37%-442.3pp |
| Employer contribution / active EE | $1,266 | $5,246-75.9% | $4,816-73.7% | $4,742-73.3% |
| Participant deferral / active EE | $3,841 | $7,801-50.8% | $7,448-48.4% | $6,401-40.0% |
| Admin fee / account holder | $311 | $11,570-97.3% | $10,009-96.9% | $11,431-97.3% |