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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 | $9,050 | $138,076-93.4% | $123,553-92.7% | $135,380-93.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -57.64% | 153.70%-211.3pp | 119.21%-176.8pp | 519.81%-577.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,827 | $6,800-29.0% | $6,426-24.9% | $5,609-13.9% |
| Admin fee / account holder | $3,272 | $10,917-70.0% | $9,284-64.8% | $10,828-69.8% |