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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 | $6,172 | $180,462-96.6% | $154,111-96.0% | $135,379-95.4% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -103.72% | 888.17%-991.9pp | 735.18%-838.9pp | 519.79%-623.5pp |
| Employer contribution / active EE | $5,368 | $6,036-11.1% | $5,298+1.3% | $4,779+12.3% |
| Participant deferral / active EE | $12,980 | $5,806+123.5% | $5,081+155.5% | $5,609+131.4% |
| Admin fee / account holder | $1,942 | $16,145-88.0% | $13,411-85.5% | $10,828-82.1% |