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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 | $6,372 | $138,075-95.4% | $123,552-94.8% | $135,379-95.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -35.54% | 153.70%-189.2pp | 119.20%-154.7pp | 519.79%-555.3pp |
| Employer contribution / active EE | $1,022 | $5,152-80.2% | $4,628-77.9% | $4,779-78.6% |
| Participant deferral / active EE | $4,663 | $6,800-31.4% | $6,426-27.4% | $5,609-16.9% |
| Admin fee / account holder | $1,188 | $10,917-89.1% | $9,285-87.2% | $10,828-89.0% |