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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 | $5,791 | $133,981-95.7% | $112,249-94.8% | $134,532-95.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -80.68% | 47.16%-127.8pp | 27.48%-108.2pp | 418.27%-498.9pp |
| Employer contribution / active EE | $1,394 | $4,040-65.5% | $3,636-61.7% | $4,741-70.6% |
| Participant deferral / active EE | $3,916 | $5,292-26.0% | $4,729-17.2% | $6,401-38.8% |
| Admin fee / account holder | $2,553 | $7,492-65.9% | $6,412-60.2% | $11,429-77.7% |