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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 | $9,818 | $150,346-93.5% | $120,524-91.9% | $145,877-93.3% |
| Participation rate | 56.3% | 78.8%-22.5pp | 71.9%-15.7pp | 80.3%-24.1pp |
| Annual return | -15.22% | 154.40%-169.6pp | 107.36%-122.6pp | 551.28%-566.5pp |
| Employer contribution / active EE | $1,835 | $4,353-57.8% | $3,469-47.1% | $4,663-60.6% |
| Participant deferral / active EE | $3,822 | $6,172-38.1% | $4,994-23.5% | $6,691-42.9% |
| Admin fee / account holder | $719 | $12,215-94.1% | $9,440-92.4% | $13,402-94.6% |