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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 | $7,992 | $52,519-84.8% | $155,789-94.9% | $59,633-86.6% |
| Participation rate | 68.8% | 61.7%+7.0pp | 76.1%-7.3pp | 68.7%+0.1pp |
| Annual return | -4.93% | 53.51%-58.4pp | 71.54%-76.5pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,422 | $3,084-53.9% | $4,798-70.4% | $3,192-55.4% |
| Admin fee / account holder | $1,134 | $3,540-68.0% | $7,477-84.8% | $4,297-73.6% |