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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 | $1,977 | $162,136-98.8% | $152,301-98.7% | $154,746-98.7% |
| Participation rate | 38.9% | 84.1%-45.2pp | 82.4%-43.6pp | 80.7%-41.8pp |
| Annual return | -103.51% | 91.02%-194.5pp | 80.50%-184.0pp | 172.34%-275.8pp |
| Employer contribution / active EE | $1,431 | $4,890-70.7% | $4,624-69.1% | $4,379-67.3% |
| Participant deferral / active EE | $4,215 | $8,341-49.5% | $8,004-47.3% | $6,730-37.4% |
| Admin fee / account holder | $2,552 | $15,759-83.8% | $14,398-82.3% | $14,365-82.2% |