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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 | $8,663 | $176,105-95.1% | $159,474-94.6% | $167,536-94.8% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | -0.24% | 331.91%-332.1pp | 263.68%-263.9pp | 478.82%-479.1pp |
| Employer contribution / active EE | $1,288 | $5,299-75.7% | $4,831-73.3% | $4,839-73.4% |
| Participant deferral / active EE | $8,667 | $7,751+11.8% | $7,353+17.9% | $6,342+36.6% |
| Admin fee / account holder | $52,002 | $12,559+314.1% | $10,802+381.4% | $12,315+322.3% |