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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 | $16,214 | $167,362-90.3% | $143,799-88.7% | $134,532-87.9% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -61.37% | 0.47%-61.8pp | -0.04%-61.3pp | 418.27%-479.6pp |
| Employer contribution / active EE | $3,079 | $5,620-45.2% | $4,952-37.8% | $4,741-35.1% |
| Participant deferral / active EE | $8,981 | $6,447+39.3% | $5,638+59.3% | $6,401+40.3% |
| Admin fee / account holder | $774 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |