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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 | $16,319 | $202,342-91.9% | $172,752-90.6% | $152,897-89.3% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | -98.22% | 1029.83%-1128.0pp | 802.97%-901.2pp | 345.43%-443.7pp |
| Employer contribution / active EE | $2,271 | $5,858-61.2% | $5,144-55.9% | $4,764-52.3% |
| Participant deferral / active EE | $7,382 | $5,948+24.1% | $5,198+42.0% | $5,851+26.2% |
| Admin fee / account holder | $16,938 | $17,111-1.0% | $13,955+21.4% | $11,599+46.0% |