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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 | $10,760 | $180,462-94.0% | $154,111-93.0% | $135,379-92.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -30.97% | 888.17%-919.1pp | 735.18%-766.1pp | 519.79%-550.8pp |
| Employer contribution / active EE | $3,074 | $6,036-49.1% | $5,298-42.0% | $4,779-35.7% |
| Participant deferral / active EE | $5,882 | $5,806+1.3% | $5,081+15.8% | $5,609+4.9% |
| Admin fee / account holder | $1,091 | $16,145-93.2% | $13,411-91.9% | $10,828-89.9% |