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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 | $22,771 | $198,462-88.5% | $170,439-86.6% | $147,585-84.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | -18.34% | 257.30%-275.6pp | 205.94%-224.3pp | 578.58%-596.9pp |
| Employer contribution / active EE | $6,289 | $6,184+1.7% | $5,433+15.8% | $4,876+29.0% |
| Participant deferral / active EE | $3,200 | $5,629-43.2% | $4,939-35.2% | $5,439-41.2% |
| Admin fee / account holder | $4,563 | $16,852-72.9% | $13,881-67.1% | $10,886-58.1% |