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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 | $18,909 | $138,075-86.3% | $123,552-84.7% | $135,379-86.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -15.63% | 153.70%-169.3pp | 119.20%-134.8pp | 519.79%-535.4pp |
| Employer contribution / active EE | $3,300 | $5,152-35.9% | $4,628-28.7% | $4,779-30.9% |
| Participant deferral / active EE | $5,586 | $6,800-17.9% | $6,426-13.1% | $5,609-0.4% |
| Admin fee / account holder | $3,672 | $10,917-66.4% | $9,285-60.4% | $10,828-66.1% |