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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 | $18,913 | $196,972-90.4% | $182,262-89.6% | $198,609-90.5% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | -54.97% | 158.27%-213.2pp | 140.60%-195.6pp | 202.70%-257.7pp |
| Employer contribution / active EE | $1,552 | $5,364-71.1% | $5,046-69.2% | $5,055-69.3% |
| Participant deferral / active EE | $3,842 | $8,643-55.5% | $8,276-53.6% | $6,977-44.9% |
| Admin fee / account holder | $425 | $18,429-97.7% | $16,712-97.5% | $19,030-97.8% |