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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 | $3,721 | $45,152-91.8% | $73,845-95.0% | $59,632-93.8% |
| Participation rate | 31.1% | 64.0%-32.9pp | 73.4%-42.3pp | 68.7%-37.6pp |
| Annual return | -40.82% | 27.40%-68.2pp | 2267.91%-2308.7pp | 2041.32%-2082.1pp |
| Employer contribution / active EE | $250 | $1,902-86.9% | $2,788-91.0% | $2,203-88.7% |
| Participant deferral / active EE | $851 | $2,574-66.9% | $3,583-76.3% | $3,192-73.3% |
| Admin fee / account holder | $818 | $3,516-76.7% | $4,881-83.2% | $4,297-81.0% |