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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 | $8,961 | $138,102-93.5% | $125,381-92.9% | $134,532-93.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -29.97% | 750.73%-780.7pp | 572.31%-602.3pp | 418.27%-448.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,806 | $7,801-38.4% | $7,448-35.5% | $6,401-24.9% |
| Admin fee / account holder | $554 | $11,568-95.2% | $10,007-94.5% | $11,429-95.2% |