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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 | $25,048 | $180,466-86.1% | $154,114-83.7% | $135,382-81.5% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -24.64% | 888.15%-912.8pp | 735.16%-759.8pp | 519.77%-544.4pp |
| Employer contribution / active EE | $6,806 | $6,035+12.8% | $5,298+28.5% | $4,779+42.4% |
| Participant deferral / active EE | $4,943 | $5,806-14.9% | $5,081-2.7% | $5,609-11.9% |
| Admin fee / account holder | $3,623 | $16,144-77.6% | $13,411-73.0% | $10,829-66.5% |