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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 | $9,568 | $138,076-93.1% | $123,553-92.3% | $135,380-92.9% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -31.34% | 153.70%-185.0pp | 119.21%-150.5pp | 519.81%-551.1pp |
| Employer contribution / active EE | $1,008 | $5,152-80.4% | $4,628-78.2% | $4,779-78.9% |
| Participant deferral / active EE | $2,922 | $6,800-57.0% | $6,426-54.5% | $5,609-47.9% |
| Admin fee / account holder | $3,734 | $10,917-65.8% | $9,284-59.8% | $10,828-65.5% |