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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 | $6,482 | $138,114-95.3% | $125,391-94.8% | $134,545-95.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.32% | 750.88%-772.2pp | 572.41%-593.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,129 | $5,246-78.5% | $4,816-76.5% | $4,742-76.2% |
| Participant deferral / active EE | $2,977 | $7,801-61.8% | $7,448-60.0% | $6,401-53.5% |
| Admin fee / account holder | $5,010 | $11,570-56.7% | $10,009-49.9% | $11,431-56.2% |