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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 | $12,612 | $138,102-90.9% | $125,381-89.9% | $134,532-90.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -50.00% | 750.73%-800.7pp | 572.31%-622.3pp | 418.27%-468.3pp |
| Employer contribution / active EE | $7,950 | $5,245+51.6% | $4,815+65.1% | $4,741+67.7% |
| Participant deferral / active EE | $7,950 | $7,801+1.9% | $7,448+6.7% | $6,401+24.2% |
| Admin fee / account holder | $21,672 | $11,568+87.3% | $10,007+116.6% | $11,429+89.6% |