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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 | $12,169 | $138,102-91.2% | $125,381-90.3% | $134,532-91.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -32.66% | 750.73%-783.4pp | 572.31%-605.0pp | 418.27%-450.9pp |
| Employer contribution / active EE | $1,083 | $5,245-79.3% | $4,815-77.5% | $4,741-77.1% |
| Participant deferral / active EE | $5,068 | $7,801-35.0% | $7,448-32.0% | $6,401-20.8% |
| Admin fee / account holder | $1,413 | $11,568-87.8% | $10,007-85.9% | $11,429-87.6% |