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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 | $10,474 | $138,078-92.4% | $125,363-91.6% | $134,509-92.2% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -23.16% | 750.49%-773.7pp | 572.15%-595.3pp | 418.13%-441.3pp |
| Employer contribution / active EE | $2,373 | $5,245-54.8% | $4,815-50.7% | $4,741-49.9% |
| Participant deferral / active EE | $4,751 | $7,800-39.1% | $7,447-36.2% | $6,400-25.8% |
| Admin fee / account holder | $1,190 | $11,566-89.7% | $10,005-88.1% | $11,427-89.6% |