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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 | $9,943 | $180,462-94.5% | $154,111-93.5% | $135,379-92.7% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -19.89% | 888.17%-908.1pp | 735.18%-755.1pp | 519.79%-539.7pp |
| Employer contribution / active EE | $2,295 | $6,036-62.0% | $5,298-56.7% | $4,779-52.0% |
| Participant deferral / active EE | $5,228 | $5,806-10.0% | $5,081+2.9% | $5,609-6.8% |
| Admin fee / account holder | $1,598 | $16,145-90.1% | $13,411-88.1% | $10,828-85.2% |