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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 | $10,313 | $138,102-92.5% | $125,381-91.8% | $134,532-92.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -26.49% | 750.73%-777.2pp | 572.31%-598.8pp | 418.27%-444.8pp |
| Employer contribution / active EE | $1,826 | $5,245-65.2% | $4,815-62.1% | $4,741-61.5% |
| Participant deferral / active EE | $3,912 | $7,801-49.9% | $7,448-47.5% | $6,401-38.9% |
| Admin fee / account holder | $871 | $11,568-92.5% | $10,007-91.3% | $11,429-92.4% |