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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 | $19,099 | $105,210-81.8% | $159,487-88.0% | $85,851-77.8% |
| Participation rate | 40.8% | 75.8%-34.9pp | 82.8%-42.0pp | 69.3%-28.5pp |
| Annual return | -11.94% | 45.08%-57.0pp | 263.71%-275.6pp | 318.63%-330.6pp |
| Employer contribution / active EE | $1,475 | $3,319-55.6% | $4,831-69.5% | $2,565-42.5% |
| Participant deferral / active EE | $3,253 | $5,946-45.3% | $7,354-55.8% | $3,952-17.7% |
| Admin fee / account holder | $2,967 | $6,934-57.2% | $10,804-72.5% | $6,261-52.6% |