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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 | $7,425 | $112,121-93.4% | $95,960-92.3% | $158,966-95.3% |
| Participation rate | 52.9% | 79.0%-26.0pp | 77.1%-24.1pp | 82.0%-29.0pp |
| Annual return | -31.38% | 171.16%-202.5pp | 91.63%-123.0pp | 302.95%-334.3pp |
| Employer contribution / active EE | $712 | $3,199-77.8% | $2,541-72.0% | $4,762-85.1% |
| Participant deferral / active EE | $1,994 | $4,784-58.3% | $4,167-52.1% | $5,983-66.7% |
| Admin fee / account holder | $2,139 | $10,135-78.9% | $6,797-68.5% | $11,250-81.0% |