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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 | $28,117 | $168,635-83.3% | $147,617-81.0% | $125,389-77.6% |
| Participation rate | 68.2% | 88.8%-20.6pp | 84.6%-16.4pp | 83.2%-15.0pp |
| Annual return | -4.70% | 77.65%-82.3pp | 61.98%-66.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $3,166 | $6,252-49.4% | $5,564-43.1% | $4,866-34.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,438 | $13,580-89.4% | $11,612-87.6% | $9,541-84.9% |