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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 | $11,831 | $52,519-77.5% | $155,789-92.4% | $59,633-80.2% |
| Participation rate | 67.6% | 61.7%+5.9pp | 76.1%-8.5pp | 68.7%-1.0pp |
| Annual return | -10.29% | 53.51%-63.8pp | 71.54%-81.8pp | 2041.45%-2051.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,077 | $3,084-65.1% | $4,798-77.6% | $3,192-66.3% |
| Admin fee / account holder | $2,408 | $3,540-32.0% | $7,477-67.8% | $4,297-44.0% |