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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 | $3,679 | $39,798-90.8% | $67,704-94.6% | $59,633-93.8% |
| Participation rate | 63.6% | 57.4%+6.3pp | 67.5%-3.9pp | 68.7%-5.0pp |
| Annual return | -25.05% | 89.94%-115.0pp | 25.41%-50.5pp | 2041.45%-2066.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,064 | $2,335-54.4% | $3,585-70.3% | $3,192-66.7% |
| Admin fee / account holder | $891 | $3,212-72.3% | $4,255-79.1% | $4,297-79.3% |