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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 | $7,130 | $92,766-92.3% | $82,763-91.4% | $134,545-94.7% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -21.52% | 946.97%-968.5pp | 702.45%-724.0pp | 418.37%-439.9pp |
| Employer contribution / active EE | $462 | $3,273-85.9% | $3,008-84.7% | $4,742-90.3% |
| Participant deferral / active EE | $2,033 | $4,802-57.7% | $4,395-53.8% | $6,401-68.2% |
| Admin fee / account holder | $1,999 | $5,978-66.6% | $5,325-62.5% | $11,431-82.5% |