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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 | $15,564 | $180,462-91.4% | $154,111-89.9% | $135,379-88.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -21.53% | 888.17%-909.7pp | 735.18%-756.7pp | 519.79%-541.3pp |
| Employer contribution / active EE | $1,804 | $6,036-70.1% | $5,298-65.9% | $4,779-62.3% |
| Participant deferral / active EE | $6,167 | $5,806+6.2% | $5,081+21.4% | $5,609+9.9% |
| Admin fee / account holder | $359 | $16,145-97.8% | $13,411-97.3% | $10,828-96.7% |