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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 | $17,523 | $93,589-81.3% | $135,942-87.1% | $75,181-76.7% |
| Participation rate | 63.3% | 75.2%-11.9pp | 81.9%-18.6pp | 67.2%-3.9pp |
| Annual return | -66.26% | 30.90%-97.2pp | 68.28%-134.5pp | 160.69%-226.9pp |
| Employer contribution / active EE | $7,322 | $3,537+107.0% | $4,858+50.7% | $2,671+174.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,297 | $6,977-81.4% | $10,764-88.0% | $5,650-77.0% |