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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 | $14,027 | $138,078-89.8% | $125,363-88.8% | $134,509-89.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -31.74% | 750.49%-782.2pp | 572.15%-603.9pp | 418.13%-449.9pp |
| Employer contribution / active EE | $2,948 | $5,245-43.8% | $4,815-38.8% | $4,741-37.8% |
| Participant deferral / active EE | $9,194 | $7,800+17.9% | $7,447+23.5% | $6,400+43.7% |
| Admin fee / account holder | $1,196 | $11,566-89.7% | $10,005-88.0% | $11,427-89.5% |