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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 | $6,304 | $152,612-95.9% | $125,192-95.0% | $152,897-95.9% |
| Participation rate | 12.5% | 83.3%-70.8pp | 79.8%-67.3pp | 82.5%-70.0pp |
| Annual return | -19.09% | 54.85%-73.9pp | 43.79%-62.9pp | 345.43%-364.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,105 | $5,868-13.0% | $4,937+3.4% | $5,851-12.8% |
| Admin fee / account holder | $26,034 | $13,437+93.8% | $9,704+168.3% | $11,599+124.4% |