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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 | $11,798 | $106,008-88.9% | $92,240-87.2% | $147,586-92.0% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.5%-32.7pp | 82.8%-39.1pp |
| Annual return | -9.76% | 50.05%-59.8pp | 176.29%-186.1pp | 578.59%-588.4pp |
| Employer contribution / active EE | $806 | $4,333-81.4% | $3,680-78.1% | $4,876-83.5% |
| Participant deferral / active EE | $3,187 | $4,478-28.8% | $3,897-18.2% | $5,439-41.4% |
| Admin fee / account holder | $5,511 | $6,333-13.0% | $5,194+6.1% | $10,886-49.4% |