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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 | $7,084 | $174,379-95.9% | $152,093-95.3% | $138,895-94.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | -3.40% | 74.86%-78.3pp | 66.36%-69.8pp | 145.39%-148.8pp |
| Employer contribution / active EE | $2,328 | $4,652-50.0% | $4,175-44.2% | $4,194-44.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $48,314 | $16,880+186.2% | $14,497+233.3% | $12,562+284.6% |