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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 | $7,880 | $104,106-92.4% | $71,086-88.9% | $135,382-94.2% |
| Participation rate | 52.9% | 65.7%-12.7pp | 54.7%-1.7pp | 82.6%-29.7pp |
| Annual return | -20.56% | 1256.30%-1276.9pp | 650.59%-671.1pp | 519.77%-540.3pp |
| Employer contribution / active EE | $683 | $1,485-54.0% | $1,088-37.2% | $4,779-85.7% |
| Participant deferral / active EE | $1,950 | $2,527-22.8% | $1,874+4.0% | $5,609-65.2% |
| Admin fee / account holder | $823 | $4,142-80.1% | $3,082-73.3% | $10,829-92.4% |