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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 | $27,674 | $160,059-82.7% | $140,019-80.2% | $135,380-79.6% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -11.29% | 911.48%-922.8pp | 651.17%-662.5pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,422 | $6,420-77.8% | $5,605-74.6% | $4,779-70.2% |
| Participant deferral / active EE | $6,039 | $7,641-21.0% | $6,927-12.8% | $5,609+7.7% |
| Admin fee / account holder | $910 | $13,328-93.2% | $10,705-91.5% | $10,828-91.6% |