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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 | $11,047 | $202,342-94.5% | $172,752-93.6% | $152,897-92.8% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | -38.09% | 1029.83%-1067.9pp | 802.97%-841.1pp | 345.43%-383.5pp |
| Employer contribution / active EE | $1,278 | $5,858-78.2% | $5,144-75.2% | $4,764-73.2% |
| Participant deferral / active EE | $2,392 | $5,948-59.8% | $5,198-54.0% | $5,851-59.1% |
| Admin fee / account holder | $6,034 | $17,111-64.7% | $13,955-56.8% | $11,599-48.0% |