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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 | $11,974 | $160,059-92.5% | $140,019-91.4% | $135,379-91.2% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.5%-26.0pp | 82.6%-21.1pp |
| Annual return | -42.43% | 911.44%-953.9pp | 651.15%-693.6pp | 519.79%-562.2pp |
| Employer contribution / active EE | $1,679 | $6,420-73.8% | $5,605-70.0% | $4,779-64.9% |
| Participant deferral / active EE | $5,201 | $7,641-31.9% | $6,927-24.9% | $5,609-7.3% |
| Admin fee / account holder | $2,296 | $13,328-82.8% | $10,705-78.6% | $10,828-78.8% |