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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 | $6,178 | $95,979-93.6% | $74,551-91.7% | $135,380-95.4% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -13.55% | 56.97%-70.5pp | 32.53%-46.1pp | 519.81%-533.4pp |
| Employer contribution / active EE | $918 | $2,716-66.2% | $1,961-53.2% | $4,779-80.8% |
| Participant deferral / active EE | $2,361 | $3,844-38.6% | $3,108-24.0% | $5,609-57.9% |
| Admin fee / account holder | $826 | $6,522-87.3% | $5,059-83.7% | $10,828-92.4% |