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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 | $13,431 | $112,131-88.0% | $95,964-86.0% | $158,982-91.6% |
| Participation rate | 69.2% | 79.0%-9.8pp | 77.1%-7.9pp | 82.0%-12.7pp |
| Annual return | -71.38% | 171.19%-242.6pp | 91.64%-163.0pp | 302.99%-374.4pp |
| Employer contribution / active EE | $1,327 | $3,199-58.5% | $2,541-47.8% | $4,763-72.1% |
| Participant deferral / active EE | $2,993 | $4,784-37.4% | $4,167-28.2% | $5,983-50.0% |
| Admin fee / account holder | $464 | $10,136-95.4% | $6,797-93.2% | $11,252-95.9% |