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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 | $27,915 | $160,059-82.6% | $140,019-80.1% | $135,379-79.4% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.5%-23.9pp | 82.6%-19.0pp |
| Annual return | -12.11% | 911.44%-923.6pp | 651.15%-663.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $1,858 | $6,420-71.1% | $5,605-66.9% | $4,779-61.1% |
| Participant deferral / active EE | $3,535 | $7,641-53.7% | $6,927-49.0% | $5,609-37.0% |
| Admin fee / account holder | $1,506 | $13,328-88.7% | $10,705-85.9% | $10,828-86.1% |