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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 | $9,214 | $180,462-94.9% | $154,111-94.0% | $135,379-93.2% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -25.68% | 888.17%-913.8pp | 735.18%-760.9pp | 519.79%-545.5pp |
| Employer contribution / active EE | $1,827 | $6,036-69.7% | $5,298-65.5% | $4,779-61.8% |
| Participant deferral / active EE | $2,906 | $5,806-50.0% | $5,081-42.8% | $5,609-48.2% |
| Admin fee / account holder | $430 | $16,145-97.3% | $13,411-96.8% | $10,828-96.0% |