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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 | $9,190 | $95,915-90.4% | $79,580-88.5% | $134,532-93.2% |
| Participation rate | 65.0% | 75.0%-10.0pp | 69.5%-4.5pp | 81.2%-16.2pp |
| Annual return | -50.41% | -2.71%-47.7pp | 0.15%-50.6pp | 418.27%-468.7pp |
| Employer contribution / active EE | $1,893 | $3,129-39.5% | $2,413-21.6% | $4,741-60.1% |
| Participant deferral / active EE | $3,918 | $4,693-16.5% | $3,985-1.7% | $6,401-38.8% |
| Admin fee / account holder | $907 | $9,132-90.1% | $6,835-86.7% | $11,429-92.1% |