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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 | $8,599 | $138,102-93.8% | $125,381-93.1% | $134,532-93.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -118.77% | 750.73%-869.5pp | 572.31%-691.1pp | 418.27%-537.0pp |
| Employer contribution / active EE | $1,856 | $5,245-64.6% | $4,815-61.5% | $4,741-60.9% |
| Participant deferral / active EE | $6,717 | $7,801-13.9% | $7,448-9.8% | $6,401+4.9% |
| Admin fee / account holder | $1,604 | $11,568-86.1% | $10,007-84.0% | $11,429-86.0% |