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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 | $12,459 | $138,114-91.0% | $125,391-90.1% | $134,545-90.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.66% | 750.88%-772.5pp | 572.41%-594.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,496 | $5,246-71.5% | $4,816-68.9% | $4,742-68.4% |
| Participant deferral / active EE | $8,164 | $7,801+4.7% | $7,448+9.6% | $6,401+27.5% |
| Admin fee / account holder | $412 | $11,570-96.4% | $10,009-95.9% | $11,431-96.4% |