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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 | $9,972 | $138,102-92.8% | $125,381-92.0% | $134,532-92.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -24.02% | 750.73%-774.7pp | 572.31%-596.3pp | 418.27%-442.3pp |
| Employer contribution / active EE | $1,999 | $5,245-61.9% | $4,815-58.5% | $4,741-57.8% |
| Participant deferral / active EE | $4,776 | $7,801-38.8% | $7,448-35.9% | $6,401-25.4% |
| Admin fee / account holder | $634 | $11,568-94.5% | $10,007-93.7% | $11,429-94.5% |