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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 | $1,050 | $84,464-98.8% | $61,399-98.3% | $134,509-99.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -53.25% | 585.06%-638.3pp | 338.81%-392.1pp | 418.13%-471.4pp |
| Employer contribution / active EE | $684 | $1,545-55.7% | $1,159-41.0% | $4,741-85.6% |
| Participant deferral / active EE | $776 | $2,818-72.5% | $2,124-63.5% | $6,400-87.9% |
| Admin fee / account holder | $359 | $2,587-86.1% | $2,131-83.2% | $11,427-96.9% |