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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 | $11,004 | $138,078-92.0% | $125,363-91.2% | $134,509-91.8% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -26.54% | 750.49%-777.0pp | 572.15%-598.7pp | 418.13%-444.7pp |
| Employer contribution / active EE | $1,324 | $5,245-74.8% | $4,815-72.5% | $4,741-72.1% |
| Participant deferral / active EE | $3,472 | $7,800-55.5% | $7,447-53.4% | $6,400-45.8% |
| Admin fee / account holder | $802 | $11,566-93.1% | $10,005-92.0% | $11,427-93.0% |