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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 | $14,540 | $48,274-69.9% | $63,244-77.0% | $59,633-75.6% |
| Participation rate | 61.5% | 66.3%-4.8pp | 71.0%-9.5pp | 68.7%-7.1pp |
| Annual return | -3.63% | -240.79%+237.2pp | -70.31%+66.7pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,205 | $1,586-24.1% | $2,322-48.1% | $2,203-45.3% |
| Participant deferral / active EE | $1,234 | $2,343-47.3% | $2,953-58.2% | $3,192-61.3% |
| Admin fee / account holder | $349 | $3,600-90.3% | $5,893-94.1% | $4,297-91.9% |