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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 | $8,231 | $152,597-94.6% | $117,533-93.0% | $134,532-93.9% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -27.41% | 53.04%-80.5pp | 29.77%-57.2pp | 418.27%-445.7pp |
| Employer contribution / active EE | $428 | $5,576-92.3% | $4,179-89.7% | $4,741-91.0% |
| Participant deferral / active EE | $685 | $4,821-85.8% | $4,072-83.2% | $6,401-89.3% |
| Admin fee / account holder | $500 | $7,007-92.9% | $5,647-91.2% | $11,429-95.6% |