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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 | $11,799 | $190,862-93.8% | $159,991-92.6% | $134,509-91.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -124.28% | 552.59%-676.9pp | 408.82%-533.1pp | 418.13%-542.4pp |
| Employer contribution / active EE | $1,072 | $4,995-78.5% | $4,225-74.6% | $4,741-77.4% |
| Participant deferral / active EE | $6,986 | $6,924+0.9% | $6,183+13.0% | $6,400+9.1% |
| Admin fee / account holder | $734 | $10,495-93.0% | $8,715-91.6% | $11,427-93.6% |