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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 | $23,636 | $135,645-82.6% | $110,243-78.6% | $135,380-82.5% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.8%-37.0pp | 82.6%-39.8pp |
| Annual return | -10.67% | 513.24%-523.9pp | 314.76%-325.4pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,000 | $4,907-79.6% | $3,827-73.9% | $4,779-79.1% |
| Participant deferral / active EE | $3,802 | $5,507-31.0% | $4,672-18.6% | $5,609-32.2% |
| Admin fee / account holder | $430 | $11,458-96.2% | $8,548-95.0% | $10,828-96.0% |