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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 | $8,726 | $90,607-90.4% | $79,467-89.0% | $135,380-93.6% |
| Participation rate | 53.8% | 76.0%-22.2pp | 73.3%-19.5pp | 82.6%-28.8pp |
| Annual return | -14.40% | 977.74%-992.1pp | 718.30%-732.7pp | 519.81%-534.2pp |
| Employer contribution / active EE | $1,188 | $3,068-61.3% | $2,800-57.6% | $4,779-75.1% |
| Participant deferral / active EE | $1,558 | $4,050-61.5% | $3,704-57.9% | $5,609-72.2% |
| Admin fee / account holder | $473 | $5,895-92.0% | $5,104-90.7% | $10,828-95.6% |