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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 | $19,864 | $217,427-90.9% | $185,837-89.3% | $167,518-88.1% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | -51.60% | 148.39%-200.0pp | 122.08%-173.7pp | 478.71%-530.3pp |
| Employer contribution / active EE | $2,563 | $5,874-56.4% | $5,168-50.4% | $4,838-47.0% |
| Participant deferral / active EE | $2,483 | $6,357-60.9% | $5,568-55.4% | $6,342-60.9% |
| Admin fee / account holder | $430 | $19,816-97.8% | $16,241-97.4% | $12,312-96.5% |