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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 | $27,881 | $180,459-84.5% | $154,108-81.9% | $135,380-79.4% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -15.62% | 888.21%-903.8pp | 735.21%-750.8pp | 519.81%-535.4pp |
| Employer contribution / active EE | $1,719 | $6,035-71.5% | $5,298-67.6% | $4,779-64.0% |
| Participant deferral / active EE | $2,979 | $5,806-48.7% | $5,081-41.4% | $5,609-46.9% |
| Admin fee / account holder | $341 | $16,145-97.9% | $13,411-97.5% | $10,828-96.9% |