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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 | $7,437 | $175,259-95.8% | $149,723-95.0% | $139,487-94.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -64.54% | 166.82%-231.4pp | 134.50%-199.0pp | 373.84%-438.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,558 | $6,522-14.8% | $5,682-2.2% | $6,713-17.2% |
| Admin fee / account holder | $6,149 | $16,158-61.9% | $13,215-53.5% | $11,407-46.1% |