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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 | $16,521 | $197,819-91.6% | $155,789-89.4% | $125,393-86.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -11.84% | 86.73%-98.6pp | 71.54%-83.4pp | 282.23%-294.1pp |
| Employer contribution / active EE | $2,193 | $4,850-54.8% | $3,839-42.9% | $4,866-54.9% |
| Participant deferral / active EE | $4,674 | $5,631-17.0% | $4,798-2.6% | $5,351-12.7% |
| Admin fee / account holder | $4,526 | $9,544-52.6% | $7,477-39.5% | $9,541-52.6% |