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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 | $8,007 | $209,422-96.2% | $178,503-95.5% | $158,982-95.0% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | -2.03% | 188.81%-190.8pp | 151.12%-153.2pp | 302.99%-305.0pp |
| Employer contribution / active EE | $1,257 | $5,707-78.0% | $5,011-74.9% | $4,763-73.6% |
| Participant deferral / active EE | $5,390 | $5,955-9.5% | $5,202+3.6% | $5,983-9.9% |
| Admin fee / account holder | $79,323 | $17,079+364.4% | $13,987+467.1% | $11,252+605.0% |