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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 | $13,813 | $48,274-71.4% | $63,244-78.2% | $59,633-76.8% |
| Participation rate | 15.9% | 66.3%-50.4pp | 71.0%-55.1pp | 68.7%-52.7pp |
| Annual return | -4.73% | -240.79%+236.1pp | -70.31%+65.6pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $448 | $1,586-71.8% | $2,322-80.7% | $2,203-79.7% |
| Participant deferral / active EE | $1,089 | $2,343-53.5% | $2,953-63.1% | $3,192-65.9% |
| Admin fee / account holder | $5,633 | $3,600+56.5% | $5,893-4.4% | $4,297+31.1% |