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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 | $16,746 | $63,346-73.6% | $92,240-81.8% | $70,126-76.1% |
| Participation rate | 34.2% | 68.7%-34.5pp | 76.5%-42.3pp | 69.5%-35.4pp |
| Annual return | -64.15% | 530.19%-594.3pp | 176.29%-240.4pp | 73.15%-137.3pp |
| Employer contribution / active EE | $688 | $2,471-72.1% | $3,680-81.3% | $2,343-70.6% |
| Participant deferral / active EE | $1,586 | $2,854-44.4% | $3,897-59.3% | $3,332-52.4% |
| Admin fee / account holder | $2,079 | $3,841-45.9% | $5,194-60.0% | $4,645-55.2% |