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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 | $6,406 | $90,617-92.9% | $79,476-91.9% | $135,382-95.3% |
| Participation rate | 44.4% | 76.1%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -11.06% | 977.57%-988.6pp | 718.21%-729.3pp | 519.77%-530.8pp |
| Employer contribution / active EE | $1,805 | $3,068-41.2% | $2,800-35.6% | $4,779-62.2% |
| Participant deferral / active EE | $1,358 | $4,050-66.5% | $3,704-63.3% | $5,609-75.8% |
| Admin fee / account holder | $4,750 | $5,907-19.6% | $5,113-7.1% | $10,829-56.1% |