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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 | $12,504 | $138,078-90.9% | $125,363-90.0% | $134,509-90.7% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -24.59% | 750.49%-775.1pp | 572.15%-596.7pp | 418.13%-442.7pp |
| Employer contribution / active EE | $4,430 | $5,245-15.5% | $4,815-8.0% | $4,741-6.6% |
| Participant deferral / active EE | $5,843 | $7,800-25.1% | $7,447-21.5% | $6,400-8.7% |
| Admin fee / account holder | $4,622 | $11,566-60.0% | $10,005-53.8% | $11,427-59.6% |