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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 | $14,843 | $138,076-89.3% | $123,553-88.0% | $135,380-89.0% |
| Participation rate | 39.1% | 84.7%-45.6pp | 82.3%-43.2pp | 82.6%-43.5pp |
| Annual return | -27.93% | 153.70%-181.6pp | 119.21%-147.1pp | 519.81%-547.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,665 | $6,800-16.7% | $6,426-11.8% | $5,609+1.0% |
| Admin fee / account holder | $349 | $10,917-96.8% | $9,284-96.2% | $10,828-96.8% |