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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 | $7,547 | $95,979-92.1% | $74,551-89.9% | $135,380-94.4% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -13.55% | 56.97%-70.5pp | 32.53%-46.1pp | 519.81%-533.4pp |
| Employer contribution / active EE | $638 | $2,716-76.5% | $1,961-67.5% | $4,779-86.7% |
| Participant deferral / active EE | $1,545 | $3,844-59.8% | $3,108-50.3% | $5,609-72.4% |
| Admin fee / account holder | $560 | $6,522-91.4% | $5,059-88.9% | $10,828-94.8% |