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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 | $13,138 | $180,459-92.7% | $154,108-91.5% | $135,380-90.3% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | -10.55% | 888.21%-898.8pp | 735.21%-745.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,766 | $6,035-70.7% | $5,298-66.7% | $4,779-63.0% |
| Participant deferral / active EE | $3,273 | $5,806-43.6% | $5,081-35.6% | $5,609-41.6% |
| Admin fee / account holder | $1,825 | $16,145-88.7% | $13,411-86.4% | $10,828-83.1% |