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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 | $7,740 | $57,352-86.5% | $83,830-90.8% | $64,173-87.9% |
| Participation rate | 37.8% | 68.6%-30.8pp | 76.1%-38.4pp | 69.6%-31.8pp |
| Annual return | -52.68% | 11.38%-64.1pp | 850.97%-903.7pp | 7.63%-60.3pp |
| Employer contribution / active EE | $951 | $2,546-62.6% | $3,631-73.8% | $2,381-60.1% |
| Participant deferral / active EE | $1,789 | $2,993-40.2% | $4,082-56.2% | $3,470-48.4% |
| Admin fee / account holder | $531 | $4,046-86.9% | $5,479-90.3% | $4,887-89.1% |