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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 | $7,105 | $160,059-95.6% | $140,019-94.9% | $135,380-94.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -30.32% | 911.48%-941.8pp | 651.17%-681.5pp | 519.81%-550.1pp |
| Employer contribution / active EE | $1,357 | $6,420-78.9% | $5,605-75.8% | $4,779-71.6% |
| Participant deferral / active EE | $5,235 | $7,641-31.5% | $6,927-24.4% | $5,609-6.7% |
| Admin fee / account holder | $2,568 | $13,328-80.7% | $10,705-76.0% | $10,828-76.3% |