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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 | $5,513 | $198,462-97.2% | $170,439-96.8% | $147,585-96.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | -44.04% | 257.30%-301.3pp | 205.94%-250.0pp | 578.58%-622.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,111 | $5,629-27.0% | $4,939-16.8% | $5,439-24.4% |
| Admin fee / account holder | $2,665 | $16,852-84.2% | $13,881-80.8% | $10,886-75.5% |