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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 | $4,862 | $75,962-93.6% | $154,108-96.8% | $64,173-92.4% |
| Participation rate | 37.7% | 70.4%-32.7pp | 83.0%-45.3pp | 69.6%-31.9pp |
| Annual return | -39.03% | 30.32%-69.3pp | 735.21%-774.2pp | 7.63%-46.7pp |
| Employer contribution / active EE | $439 | $3,350-86.9% | $5,298-91.7% | $2,381-81.6% |
| Participant deferral / active EE | $1,400 | $3,175-55.9% | $5,081-72.5% | $3,470-59.7% |
| Admin fee / account holder | $634 | $5,589-88.7% | $13,411-95.3% | $4,887-87.0% |