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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 | $9,457 | $165,361-94.3% | $149,715-93.7% | $158,950-94.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -8.85% | 348.24%-357.1pp | 276.66%-285.5pp | 302.91%-311.8pp |
| Employer contribution / active EE | $1,052 | $5,103-79.4% | $4,645-77.4% | $4,762-77.9% |
| Participant deferral / active EE | $14,372 | $7,182+100.1% | $6,842+110.1% | $5,983+140.2% |
| Admin fee / account holder | $4,053 | $10,808-62.5% | $9,310-56.5% | $11,248-64.0% |