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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 | $12,046 | $138,078-91.3% | $125,363-90.4% | $134,509-91.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -30.30% | 750.49%-780.8pp | 572.15%-602.4pp | 418.13%-448.4pp |
| Employer contribution / active EE | $1,797 | $5,245-65.7% | $4,815-62.7% | $4,741-62.1% |
| Participant deferral / active EE | $3,557 | $7,800-54.4% | $7,447-52.2% | $6,400-44.4% |
| Admin fee / account holder | $7,363 | $11,566-36.3% | $10,005-26.4% | $11,427-35.6% |