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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 | $8,106 | $135,645-94.0% | $110,243-92.6% | $135,379-94.0% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.8%-42.3pp | 82.6%-45.1pp |
| Annual return | -36.52% | 513.24%-549.8pp | 314.76%-351.3pp | 519.79%-556.3pp |
| Employer contribution / active EE | $1,331 | $4,907-72.9% | $3,827-65.2% | $4,779-72.1% |
| Participant deferral / active EE | $2,591 | $5,507-53.0% | $4,672-44.5% | $5,609-53.8% |
| Admin fee / account holder | $1,133 | $11,458-90.1% | $8,548-86.8% | $10,828-89.5% |