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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 | $4,246 | $138,114-96.9% | $125,391-96.6% | $134,545-96.8% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -26.20% | 750.88%-777.1pp | 572.41%-598.6pp | 418.37%-444.6pp |
| Employer contribution / active EE | $3,102 | $5,246-40.9% | $4,816-35.6% | $4,742-34.6% |
| Participant deferral / active EE | $7,508 | $7,801-3.7% | $7,448+0.8% | $6,401+17.3% |
| Admin fee / account holder | $574 | $11,570-95.0% | $10,009-94.3% | $11,431-95.0% |