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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 | $92,684-92.3% | $82,706-91.4% | $134,509-94.7% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -21.52% | 945.84%-967.4pp | 701.76%-723.3pp | 418.13%-439.7pp |
| Employer contribution / active EE | $462 | $3,272-85.9% | $3,007-84.7% | $4,741-90.3% |
| Participant deferral / active EE | $2,033 | $4,800-57.7% | $4,394-53.7% | $6,400-68.2% |
| Admin fee / account holder | $1,999 | $5,982-66.6% | $5,329-62.5% | $11,427-82.5% |