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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 | $29,456 | $209,422-85.9% | $178,503-83.5% | $158,982-81.5% |
| Participation rate | 53.3% | 86.4%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | -5.57% | 188.81%-194.4pp | 151.12%-156.7pp | 302.99%-308.6pp |
| Employer contribution / active EE | $1,193 | $5,707-79.1% | $5,011-76.2% | $4,763-74.9% |
| Participant deferral / active EE | $3,607 | $5,955-39.4% | $5,202-30.7% | $5,983-39.7% |
| Admin fee / account holder | $30,043 | $17,079+75.9% | $13,987+114.8% | $11,252+167.0% |