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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 | $22,932 | $135,645-83.1% | $110,243-79.2% | $135,380-83.1% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -9.27% | 513.24%-522.5pp | 314.76%-324.0pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,597 | $4,907-67.5% | $3,827-58.3% | $4,779-66.6% |
| Participant deferral / active EE | $3,171 | $5,507-42.4% | $4,672-32.1% | $5,609-43.5% |
| Admin fee / account holder | $425 | $11,458-96.3% | $8,548-95.0% | $10,828-96.1% |