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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 | $15,373 | $115,814-86.7% | $101,275-84.8% | $158,982-90.3% |
| Participation rate | 59.1% | 79.4%-20.3pp | 75.8%-16.7pp | 82.0%-22.9pp |
| Annual return | -0.48% | 56.16%-56.6pp | 46.48%-47.0pp | 302.99%-303.5pp |
| Employer contribution / active EE | $1,879 | $4,176-55.0% | $3,660-48.7% | $4,763-60.5% |
| Participant deferral / active EE | $1,866 | $4,958-62.4% | $4,371-57.3% | $5,983-68.8% |
| Admin fee / account holder | $1,988 | $7,249-72.6% | $5,948-66.6% | $11,252-82.3% |