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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 | $16,773 | $82,630-79.7% | $64,105-73.8% | $125,389-86.6% |
| Participation rate | 57.1% | 75.9%-18.7pp | 68.2%-11.0pp | 83.2%-26.0pp |
| Annual return | -10.83% | 1489.72%-1500.6pp | 791.24%-802.1pp | 282.24%-293.1pp |
| Employer contribution / active EE | $1,755 | $2,671-34.3% | $1,820-3.6% | $4,866-63.9% |
| Participant deferral / active EE | $4,972 | $3,608+37.8% | $2,822+76.2% | $5,352-7.1% |
| Admin fee / account holder | $808 | $6,382-87.3% | $4,499-82.0% | $9,541-91.5% |