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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 | $27,181 | $180,459-84.9% | $154,108-82.4% | $135,380-79.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -17.93% | 888.21%-906.1pp | 735.21%-753.1pp | 519.81%-537.7pp |
| Employer contribution / active EE | $1,894 | $6,035-68.6% | $5,298-64.2% | $4,779-60.4% |
| Participant deferral / active EE | $8,339 | $5,806+43.6% | $5,081+64.1% | $5,609+48.7% |
| Admin fee / account holder | $1,207 | $16,145-92.5% | $13,411-91.0% | $10,828-88.9% |