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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 | $8,452 | $138,114-93.9% | $125,391-93.3% | $134,545-93.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -28.99% | 750.88%-779.9pp | 572.41%-601.4pp | 418.37%-447.4pp |
| Employer contribution / active EE | $2,127 | $5,246-59.5% | $4,816-55.8% | $4,742-55.1% |
| Participant deferral / active EE | $2,687 | $7,801-65.6% | $7,448-63.9% | $6,401-58.0% |
| Admin fee / account holder | $495 | $11,570-95.7% | $10,009-95.1% | $11,431-95.7% |