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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 | $19,070 | $180,459-89.4% | $154,108-87.6% | $135,380-85.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -17.53% | 888.21%-905.7pp | 735.21%-752.7pp | 519.81%-537.3pp |
| Employer contribution / active EE | $1,845 | $6,035-69.4% | $5,298-65.2% | $4,779-61.4% |
| Participant deferral / active EE | $8,542 | $5,806+47.1% | $5,081+68.1% | $5,609+52.3% |
| Admin fee / account holder | $389 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |