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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 | $11,967 | $180,462-93.4% | $154,111-92.2% | $135,379-91.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -38.16% | 888.17%-926.3pp | 735.18%-773.3pp | 519.79%-557.9pp |
| Employer contribution / active EE | $2,898 | $6,036-52.0% | $5,298-45.3% | $4,779-39.4% |
| Participant deferral / active EE | $4,333 | $5,806-25.4% | $5,081-14.7% | $5,609-22.7% |
| Admin fee / account holder | $767 | $16,145-95.2% | $13,411-94.3% | $10,828-92.9% |