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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 | $26,737 | $180,459-85.2% | $154,108-82.7% | $135,380-80.3% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | -14.18% | 888.21%-902.4pp | 735.21%-749.4pp | 519.81%-534.0pp |
| Employer contribution / active EE | $1,567 | $6,035-74.0% | $5,298-70.4% | $4,779-67.2% |
| Participant deferral / active EE | $3,437 | $5,806-40.8% | $5,081-32.4% | $5,609-38.7% |
| Admin fee / account holder | $6,308 | $16,145-60.9% | $13,411-53.0% | $10,828-41.7% |