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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 | $7,483 | $104,106-92.8% | $71,086-89.5% | $135,382-94.5% |
| Participation rate | 36.4% | 65.7%-29.3pp | 54.7%-18.3pp | 82.6%-46.3pp |
| Annual return | -20.37% | 1256.30%-1276.7pp | 650.59%-671.0pp | 519.77%-540.1pp |
| Employer contribution / active EE | $670 | $1,485-54.9% | $1,088-38.4% | $4,779-86.0% |
| Participant deferral / active EE | $2,130 | $2,527-15.7% | $1,874+13.6% | $5,609-62.0% |
| Admin fee / account holder | $1,102 | $4,142-73.4% | $3,082-64.2% | $10,829-89.8% |