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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 | $5,387 | $138,078-96.1% | $125,363-95.7% | $134,509-96.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -32.84% | 750.49%-783.3pp | 572.15%-605.0pp | 418.13%-451.0pp |
| Employer contribution / active EE | $4,333 | $5,245-17.4% | $4,815-10.0% | $4,741-8.6% |
| Participant deferral / active EE | $12,440 | $7,800+59.5% | $7,447+67.0% | $6,400+94.4% |
| Admin fee / account holder | $7,059 | $11,566-39.0% | $10,005-29.4% | $11,427-38.2% |