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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 | $9,740 | $97,729-90.0% | $83,830-88.4% | $135,379-92.8% |
| Participation rate | 61.9% | 80.0%-18.0pp | 76.1%-14.2pp | 82.6%-20.7pp |
| Annual return | -33.19% | 1287.52%-1320.7pp | 850.97%-884.2pp | 519.79%-553.0pp |
| Employer contribution / active EE | $1,889 | $4,222-55.3% | $3,631-48.0% | $4,779-60.5% |
| Participant deferral / active EE | $4,282 | $4,683-8.6% | $4,082+4.9% | $5,609-23.7% |
| Admin fee / account holder | $501 | $6,674-92.5% | $5,479-90.9% | $10,828-95.4% |