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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 | $4,921 | $104,106-95.3% | $71,086-93.1% | $135,382-96.4% |
| Participation rate | 54.5% | 65.7%-11.1pp | 54.7%-0.1pp | 82.6%-28.1pp |
| Annual return | -16.71% | 1256.30%-1273.0pp | 650.59%-667.3pp | 519.77%-536.5pp |
| Employer contribution / active EE | $665 | $1,485-55.2% | $1,088-38.9% | $4,779-86.1% |
| Participant deferral / active EE | $1,069 | $2,527-57.7% | $1,874-43.0% | $5,609-80.9% |
| Admin fee / account holder | $706 | $4,142-83.0% | $3,082-77.1% | $10,829-93.5% |