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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 | $10,561 | $138,102-92.4% | $125,381-91.6% | $134,532-92.1% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -26.51% | 750.73%-777.2pp | 572.31%-598.8pp | 418.27%-444.8pp |
| Employer contribution / active EE | $2,003 | $5,245-61.8% | $4,815-58.4% | $4,741-57.7% |
| Participant deferral / active EE | $3,305 | $7,801-57.6% | $7,448-55.6% | $6,401-48.4% |
| Admin fee / account holder | $687 | $11,568-94.1% | $10,007-93.1% | $11,429-94.0% |