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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 | $13,248 | $138,102-90.4% | $125,381-89.4% | $134,532-90.2% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -24.02% | 750.73%-774.7pp | 572.31%-596.3pp | 418.27%-442.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,914 | $7,801-49.8% | $7,448-47.4% | $6,401-38.9% |
| Admin fee / account holder | $1,436 | $11,568-87.6% | $10,007-85.7% | $11,429-87.4% |