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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 | $13,648 | $138,102-90.1% | $125,381-89.1% | $134,532-89.9% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -25.38% | 750.73%-776.1pp | 572.31%-597.7pp | 418.27%-443.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,034 | $7,801-61.1% | $7,448-59.3% | $6,401-52.6% |
| Admin fee / account holder | $5,702 | $11,568-50.7% | $10,007-43.0% | $11,429-50.1% |