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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 | $7,687 | $90,320-91.5% | $59,496-87.1% | $125,389-93.9% |
| Participation rate | 50.0% | 68.3%-18.3pp | 54.6%-4.6pp | 83.2%-33.2pp |
| Annual return | -34.66% | 369.13%-403.8pp | 182.05%-216.7pp | 282.24%-316.9pp |
| Employer contribution / active EE | $1,462 | $1,792-18.4% | $1,153+26.8% | $4,866-70.0% |
| Participant deferral / active EE | $1,920 | $2,716-29.3% | $1,829+4.9% | $5,352-64.1% |
| Admin fee / account holder | $324 | $3,063-89.4% | $2,232-85.5% | $9,541-96.6% |