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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 | $25,463 | $180,462-85.9% | $154,111-83.5% | $135,379-81.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -9.41% | 888.17%-897.6pp | 735.18%-744.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $1,745 | $6,036-71.1% | $5,298-67.1% | $4,779-63.5% |
| Participant deferral / active EE | $7,528 | $5,806+29.7% | $5,081+48.2% | $5,609+34.2% |
| Admin fee / account holder | $773 | $16,145-95.2% | $13,411-94.2% | $10,828-92.9% |