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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 | $12,364 | $159,978-92.3% | $147,041-91.6% | $145,978-91.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -24.67% | 98.36%-123.0pp | 419.21%-443.9pp | 550.52%-575.2pp |
| Employer contribution / active EE | $1,058 | $5,288-80.0% | $4,935-78.6% | $4,662-77.3% |
| Participant deferral / active EE | $3,186 | $8,429-62.2% | $8,071-60.5% | $6,690-52.4% |
| Admin fee / account holder | $29,599 | $15,053+96.6% | $13,006+127.6% | $13,400+120.9% |