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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 | $7,543 | $83,337-90.9% | $67,834-88.9% | $273,972-97.2% |
| Participation rate | 57.1% | 76.4%-19.3pp | 68.8%-11.7pp | 83.0%-25.9pp |
| Annual return | -76.81% | 259.45%-336.3pp | 138.47%-215.3pp | 41.46%-118.3pp |
| Employer contribution / active EE | $4,850 | $3,287+47.6% | $2,403+101.8% | $4,869-0.4% |
| Participant deferral / active EE | $10,838 | $4,088+165.1% | $3,160+243.0% | $5,287+105.0% |
| Admin fee / account holder | $329 | $6,752-95.1% | $4,622-92.9% | $10,133-96.8% |