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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 | $12,845 | $138,078-90.7% | $125,363-89.8% | $134,509-90.5% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -20.94% | 750.49%-771.4pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,798 | $7,800-64.1% | $7,447-62.4% | $6,400-56.3% |
| Admin fee / account holder | $5,350 | $11,566-53.7% | $10,005-46.5% | $11,427-53.2% |