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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 | $15,819 | $197,819-92.0% | $155,789-89.8% | $125,389-87.4% |
| Participation rate | 36.4% | 82.1%-45.7pp | 76.1%-39.7pp | 83.2%-46.8pp |
| Annual return | -5.62% | 86.73%-92.4pp | 71.54%-77.2pp | 282.24%-287.9pp |
| Employer contribution / active EE | $962 | $4,850-80.2% | $3,839-74.9% | $4,866-80.2% |
| Participant deferral / active EE | $1,246 | $5,631-77.9% | $4,798-74.0% | $5,352-76.7% |
| Admin fee / account holder | $5,161 | $9,544-45.9% | $7,477-31.0% | $9,541-45.9% |