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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 | $20,127 | $166,131-87.9% | $164,975-87.8% | $145,877-86.2% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | -6.01% | 100.37%-106.4pp | 70.12%-76.1pp | 551.28%-557.3pp |
| Employer contribution / active EE | $3,203 | $5,276-39.3% | $4,343-26.3% | $4,663-31.3% |
| Participant deferral / active EE | $3,552 | $6,962-49.0% | $6,033-41.1% | $6,691-46.9% |
| Admin fee / account holder | $3,830 | $16,648-77.0% | $12,688-69.8% | $13,402-71.4% |