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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 | $10,828 | $99,652-89.1% | $78,778-86.3% | $147,586-92.7% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.2%-39.2pp | 82.8%-52.8pp |
| Annual return | -81.83% | 47.28%-129.1pp | 35.62%-117.5pp | 578.59%-660.4pp |
| Employer contribution / active EE | $735 | $2,796-73.7% | $1,986-63.0% | $4,876-84.9% |
| Participant deferral / active EE | $2,460 | $3,664-32.9% | $2,958-16.8% | $5,439-54.8% |
| Admin fee / account holder | $1,062 | $7,155-85.2% | $5,134-79.3% | $10,886-90.2% |