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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 | $8,587 | $148,629-94.2% | $135,982-93.7% | $139,487-93.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | -0.64% | 79.33%-80.0pp | 68.32%-69.0pp | 373.84%-374.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,182 | $8,102-23.7% | $7,760-20.3% | $6,713-7.9% |
| Admin fee / account holder | $7,179 | $12,406-42.1% | $10,767-33.3% | $11,407-37.1% |