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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 | $7,835 | $133,981-94.2% | $112,249-93.0% | $134,532-94.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -77.61% | 47.16%-124.8pp | 27.48%-105.1pp | 418.27%-495.9pp |
| Employer contribution / active EE | $1,303 | $4,040-67.7% | $3,636-64.2% | $4,741-72.5% |
| Participant deferral / active EE | $7,595 | $5,292+43.5% | $4,729+60.6% | $6,401+18.7% |
| Admin fee / account holder | $437 | $7,492-94.2% | $6,412-93.2% | $11,429-96.2% |