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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 | $13,873 | $115,814-88.0% | $101,275-86.3% | $158,982-91.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | -249.50% | 56.16%-305.7pp | 46.48%-296.0pp | 302.99%-552.5pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,443 | $4,958+70.3% | $4,371+93.2% | $5,983+41.1% |
| Admin fee / account holder | $504 | $7,249-93.0% | $5,948-91.5% | $11,252-95.5% |