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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 | $12,984 | $100,805-87.1% | $86,698-85.0% | $134,532-90.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -82.49% | 29.09%-111.6pp | 35.95%-118.4pp | 418.27%-500.8pp |
| Employer contribution / active EE | $8,925 | $3,490+155.7% | $2,837+214.6% | $4,741+88.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,313 | $10,925-23.9% | $7,493+10.9% | $11,429-27.3% |