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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 | $8,024 | $97,729-91.8% | $83,830-90.4% | $135,379-94.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -26.20% | 1287.52%-1313.7pp | 850.97%-877.2pp | 519.79%-546.0pp |
| Employer contribution / active EE | $1,363 | $4,222-67.7% | $3,631-62.5% | $4,779-71.5% |
| Participant deferral / active EE | $2,276 | $4,683-51.4% | $4,082-44.3% | $5,609-59.4% |
| Admin fee / account holder | $502 | $6,674-92.5% | $5,479-90.8% | $10,828-95.4% |