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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 | $6,992 | $90,607-92.3% | $79,467-91.2% | $135,380-94.8% |
| Participation rate | 45.5% | 76.0%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | -10.66% | 977.74%-988.4pp | 718.30%-729.0pp | 519.81%-530.5pp |
| Employer contribution / active EE | $751 | $3,068-75.5% | $2,800-73.2% | $4,779-84.3% |
| Participant deferral / active EE | $1,357 | $4,050-66.5% | $3,704-63.4% | $5,609-75.8% |
| Admin fee / account holder | $735 | $5,895-87.5% | $5,104-85.6% | $10,828-93.2% |