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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 | $20,388 | $180,466-88.7% | $154,114-86.8% | $135,382-84.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.09% | 888.15%-897.2pp | 735.16%-744.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,509 | $6,035-75.0% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $4,867 | $5,806-16.2% | $5,081-4.2% | $5,609-13.2% |
| Admin fee / account holder | $1,276 | $16,144-92.1% | $13,411-90.5% | $10,829-88.2% |