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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 | $19,183 | $180,466-89.4% | $154,114-87.6% | $135,382-85.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -10.91% | 888.15%-899.1pp | 735.16%-746.1pp | 519.77%-530.7pp |
| Employer contribution / active EE | $2,258 | $6,035-62.6% | $5,298-57.4% | $4,779-52.7% |
| Participant deferral / active EE | $8,443 | $5,806+45.4% | $5,081+66.2% | $5,609+50.5% |
| Admin fee / account holder | $1,466 | $16,144-90.9% | $13,411-89.1% | $10,829-86.5% |