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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 | $15,466 | $48,050-67.8% | $85,969-82.0% | $59,633-74.1% |
| Participation rate | 45.7% | 64.5%-18.8pp | 76.5%-30.9pp | 68.7%-23.0pp |
| Annual return | -73.05% | 0.29%-73.3pp | 9.32%-82.4pp | 2041.45%-2114.5pp |
| Employer contribution / active EE | $1,071 | $1,640-34.7% | $3,474-69.2% | $2,203-51.4% |
| Participant deferral / active EE | $1,964 | $2,249-12.7% | $3,829-48.7% | $3,192-38.5% |
| Admin fee / account holder | $1,599 | $3,206-50.1% | $6,053-73.6% | $4,297-62.8% |