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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 | $18,218 | $138,076-86.8% | $123,553-85.3% | $135,380-86.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -17.79% | 153.70%-171.5pp | 119.21%-137.0pp | 519.81%-537.6pp |
| Employer contribution / active EE | $2,327 | $5,152-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $8,693 | $6,800+27.8% | $6,426+35.3% | $5,609+55.0% |
| Admin fee / account holder | $358 | $10,917-96.7% | $9,284-96.1% | $10,828-96.7% |