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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 | $11,392 | $84,685-86.5% | $73,836-84.6% | $125,389-90.9% |
| Participation rate | 4.8% | 76.8%-72.0pp | 73.4%-68.7pp | 83.2%-78.4pp |
| Annual return | -9.85% | 3123.80%-3133.7pp | 2268.06%-2277.9pp | 282.24%-292.1pp |
| Employer contribution / active EE | $435 | $3,123-86.1% | $2,787-84.4% | $4,866-91.1% |
| Participant deferral / active EE | $603 | $3,993-84.9% | $3,583-83.2% | $5,352-88.7% |
| Admin fee / account holder | $16,507 | $5,694+189.9% | $4,882+238.1% | $9,541+73.0% |