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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 | $8,499 | $180,466-95.3% | $154,114-94.5% | $135,382-93.7% |
| Participation rate | 65.0% | 87.4%-22.4pp | 83.0%-18.0pp | 82.6%-17.6pp |
| Annual return | -9.59% | 888.15%-897.7pp | 735.16%-744.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,662 | $5,806-54.2% | $5,081-47.6% | $5,609-52.5% |
| Admin fee / account holder | $449 | $16,144-97.2% | $13,411-96.7% | $10,829-95.9% |