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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 | $14,283 | $138,102-89.7% | $125,381-88.6% | $134,532-89.4% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -26.42% | 750.73%-777.1pp | 572.31%-598.7pp | 418.27%-444.7pp |
| Employer contribution / active EE | $1,257 | $5,245-76.0% | $4,815-73.9% | $4,741-73.5% |
| Participant deferral / active EE | $4,799 | $7,801-38.5% | $7,448-35.6% | $6,401-25.0% |
| Admin fee / account holder | $1,257 | $11,568-89.1% | $10,007-87.4% | $11,429-89.0% |