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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 | $5,475 | $88,585-93.8% | $69,884-92.2% | $134,532-95.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -113.02% | 442.80%-555.8pp | 190.81%-303.8pp | 418.27%-531.3pp |
| Employer contribution / active EE | $785 | $3,235-75.7% | $2,560-69.3% | $4,741-83.4% |
| Participant deferral / active EE | $2,638 | $4,770-44.7% | $3,848-31.4% | $6,401-58.8% |
| Admin fee / account holder | $1,455 | $10,441-86.1% | $6,266-76.8% | $11,429-87.3% |