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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 | $7,024 | $190,879-96.3% | $160,009-95.6% | $134,532-94.8% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -37.40% | 552.63%-590.0pp | 408.85%-446.2pp | 418.27%-455.7pp |
| Employer contribution / active EE | $1,696 | $4,995-66.0% | $4,225-59.9% | $4,741-64.2% |
| Participant deferral / active EE | $4,463 | $6,924-35.5% | $6,183-27.8% | $6,401-30.3% |
| Admin fee / account holder | $1,258 | $10,495-88.0% | $8,715-85.6% | $11,429-89.0% |