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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 | $8,027 | $97,761-91.8% | $83,850-90.4% | $135,382-94.1% |
| Participation rate | 52.2% | 80.0%-27.8pp | 76.1%-24.0pp | 82.6%-30.5pp |
| Annual return | -19.53% | 1287.44%-1307.0pp | 850.92%-870.5pp | 519.77%-539.3pp |
| Employer contribution / active EE | $1,663 | $4,222-60.6% | $3,631-54.2% | $4,779-65.2% |
| Participant deferral / active EE | $2,786 | $4,682-40.5% | $4,082-31.7% | $5,609-50.3% |
| Admin fee / account holder | $1,127 | $6,674-83.1% | $5,478-79.4% | $10,829-89.6% |