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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 | $8,501 | $82,674-89.7% | $125,381-93.2% | $68,486-87.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -65.89% | -5.97%-59.9pp | 572.31%-638.2pp | -7.85%-58.0pp |
| Employer contribution / active EE | $7,841 | $3,382+131.9% | $4,815+62.8% | $2,597+202.0% |
| Participant deferral / active EE | $2,881 | $6,111-52.8% | $7,448-61.3% | $4,028-28.5% |
| Admin fee / account holder | $5,727 | $6,277-8.8% | $10,007-42.8% | $5,404+6.0% |