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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 | $12,577 | $138,072-90.9% | $123,549-89.8% | $135,382-90.7% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -35.38% | 153.69%-189.1pp | 119.20%-154.6pp | 519.77%-555.2pp |
| Employer contribution / active EE | $983 | $5,152-80.9% | $4,628-78.8% | $4,779-79.4% |
| Participant deferral / active EE | $4,289 | $6,799-36.9% | $6,426-33.3% | $5,609-23.5% |
| Admin fee / account holder | $675 | $10,917-93.8% | $9,284-92.7% | $10,829-93.8% |