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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 | $5,352 | $92,743-94.2% | $82,744-93.5% | $134,532-96.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -29.25% | 946.63%-975.9pp | 702.22%-731.5pp | 418.27%-447.5pp |
| Employer contribution / active EE | $1,469 | $3,273-55.1% | $3,008-51.2% | $4,741-69.0% |
| Participant deferral / active EE | $1,147 | $4,802-76.1% | $4,395-73.9% | $6,401-82.1% |
| Admin fee / account holder | $950 | $5,977-84.1% | $5,325-82.2% | $11,429-91.7% |