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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 | $7,519 | $54,355-86.2% | $82,744-90.9% | $68,486-89.0% |
| Participation rate | 37.9% | 63.9%-26.0pp | 72.6%-34.6pp | 67.9%-30.0pp |
| Annual return | -23.99% | -13.67%-10.3pp | 702.22%-726.2pp | -7.85%-16.1pp |
| Employer contribution / active EE | $925 | $2,219-58.3% | $3,008-69.2% | $2,597-64.4% |
| Participant deferral / active EE | $1,608 | $3,246-50.5% | $4,395-63.4% | $4,028-60.1% |
| Admin fee / account holder | $833 | $4,397-81.1% | $5,325-84.4% | $5,404-84.6% |