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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 | $30,395 | $209,422-85.5% | $178,503-83.0% | $158,982-80.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -3.81% | 188.81%-192.6pp | 151.12%-154.9pp | 302.99%-306.8pp |
| Employer contribution / active EE | $1,293 | $5,707-77.3% | $5,011-74.2% | $4,763-72.8% |
| Participant deferral / active EE | $2,097 | $5,955-64.8% | $5,202-59.7% | $5,983-65.0% |
| Admin fee / account holder | $57,034 | $17,079+233.9% | $13,987+307.8% | $11,252+406.9% |