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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 | $13,467 | $198,461-93.2% | $170,436-92.1% | $147,585-90.9% |
| Participation rate | 15.4% | 88.0%-72.6pp | 83.6%-68.2pp | 82.8%-67.4pp |
| Annual return | -22.05% | 257.30%-279.4pp | 205.94%-228.0pp | 578.57%-600.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,306 | $16,852-62.6% | $13,880-54.6% | $10,885-42.1% |