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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 | $12,579 | $138,078-90.9% | $125,363-90.0% | $134,509-90.6% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -28.80% | 750.49%-779.3pp | 572.15%-601.0pp | 418.13%-446.9pp |
| Employer contribution / active EE | $2,723 | $5,245-48.1% | $4,815-43.4% | $4,741-42.6% |
| Participant deferral / active EE | $7,629 | $7,800-2.2% | $7,447+2.4% | $6,400+19.2% |
| Admin fee / account holder | $5,637 | $11,566-51.3% | $10,005-43.7% | $11,427-50.7% |