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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 | $29,236 | $168,635-82.7% | $147,617-80.2% | $125,389-76.7% |
| Participation rate | 69.2% | 88.8%-19.5pp | 84.6%-15.4pp | 83.2%-14.0pp |
| Annual return | -8.58% | 77.65%-86.2pp | 61.98%-70.6pp | 282.24%-290.8pp |
| Employer contribution / active EE | $1,607 | $6,252-74.3% | $5,564-71.1% | $4,866-67.0% |
| Participant deferral / active EE | $3,728 | $5,507-32.3% | $4,895-23.8% | $5,352-30.3% |
| Admin fee / account holder | $646 | $13,580-95.2% | $11,612-94.4% | $9,541-93.2% |