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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 | $7,976 | $180,462-95.6% | $154,111-94.8% | $135,379-94.1% |
| Participation rate | 38.9% | 87.4%-48.5pp | 83.0%-44.1pp | 82.6%-43.8pp |
| Annual return | -20.41% | 888.17%-908.6pp | 735.18%-755.6pp | 519.79%-540.2pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,130 | $5,806-63.3% | $5,081-58.1% | $5,609-62.0% |
| Admin fee / account holder | $1,632 | $16,145-89.9% | $13,411-87.8% | $10,828-84.9% |