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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 | $7,420 | $138,078-94.6% | $125,363-94.1% | $134,509-94.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -21.87% | 750.49%-772.4pp | 572.15%-594.0pp | 418.13%-440.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,570 | $7,800-67.1% | $7,447-65.5% | $6,400-59.8% |
| Admin fee / account holder | $2,391 | $11,566-79.3% | $10,005-76.1% | $11,427-79.1% |