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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 | $22,742 | $180,466-87.4% | $154,114-85.2% | $135,382-83.2% |
| Participation rate | 31.3% | 87.4%-56.2pp | 83.0%-51.8pp | 82.6%-51.4pp |
| Annual return | -11.46% | 888.15%-899.6pp | 735.16%-746.6pp | 519.77%-531.2pp |
| Employer contribution / active EE | $1,811 | $6,035-70.0% | $5,298-65.8% | $4,779-62.1% |
| Participant deferral / active EE | $3,168 | $5,806-45.4% | $5,081-37.6% | $5,609-43.5% |
| Admin fee / account holder | $1,345 | $16,144-91.7% | $13,411-90.0% | $10,829-87.6% |