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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 | $6,288 | $138,102-95.4% | $125,381-95.0% | $134,532-95.3% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -30.59% | 750.73%-781.3pp | 572.31%-602.9pp | 418.27%-448.9pp |
| Employer contribution / active EE | $1,221 | $5,245-76.7% | $4,815-74.6% | $4,741-74.2% |
| Participant deferral / active EE | $7,538 | $7,801-3.4% | $7,448+1.2% | $6,401+17.8% |
| Admin fee / account holder | $4,344 | $11,568-62.4% | $10,007-56.6% | $11,429-62.0% |