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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 | $8,958 | $95,915-90.7% | $79,580-88.7% | $134,532-93.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -42.41% | -2.71%-39.7pp | 0.15%-42.6pp | 418.27%-460.7pp |
| Employer contribution / active EE | $2,466 | $3,129-21.2% | $2,413+2.2% | $4,741-48.0% |
| Participant deferral / active EE | $3,194 | $4,693-32.0% | $3,985-19.9% | $6,401-50.1% |
| Admin fee / account holder | $487 | $9,132-94.7% | $6,835-92.9% | $11,429-95.7% |