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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 | $12,261 | $55,470-77.9% | $155,556-92.1% | $74,478-83.5% |
| Participation rate | 37.0% | 61.9%-24.9pp | 78.2%-41.2pp | 67.2%-30.2pp |
| Annual return | -17.58% | 269.80%-287.4pp | 64.84%-82.4pp | 1370.56%-1388.1pp |
| Employer contribution / active EE | $666 | $2,267-70.6% | $4,675-85.8% | $2,626-74.6% |
| Participant deferral / active EE | $1,401 | $2,838-50.6% | $5,631-75.1% | $4,350-67.8% |
| Admin fee / account holder | $3,168 | $1,744+81.7% | $15,885-80.1% | $1,946+62.8% |