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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 | $4,297 | $49,177-91.3% | $79,466-94.6% | $64,173-93.3% |
| Participation rate | 23.3% | 65.0%-41.7pp | 73.3%-50.0pp | 69.6%-46.2pp |
| Annual return | -116.07% | -1.16%-114.9pp | 718.28%-834.4pp | 7.63%-123.7pp |
| Employer contribution / active EE | $275 | $2,076-86.8% | $2,800-90.2% | $2,381-88.4% |
| Participant deferral / active EE | $826 | $2,821-70.7% | $3,704-77.7% | $3,470-76.2% |
| Admin fee / account holder | $2,888 | $3,839-24.8% | $5,104-43.4% | $4,887-40.9% |