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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 | $10,992 | $95,975-88.5% | $74,549-85.3% | $135,379-91.9% |
| Participation rate | 43.8% | 75.7%-31.9pp | 69.1%-25.4pp | 82.6%-38.9pp |
| Annual return | -12.61% | 56.96%-69.6pp | 32.53%-45.1pp | 519.79%-532.4pp |
| Employer contribution / active EE | $709 | $2,716-73.9% | $1,961-63.9% | $4,779-85.2% |
| Participant deferral / active EE | $1,133 | $3,844-70.5% | $3,108-63.5% | $5,609-79.8% |
| Admin fee / account holder | $1,747 | $6,522-73.2% | $5,059-65.5% | $10,828-83.9% |