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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 | $4,982 | $82,288-93.9% | $68,794-92.8% | $134,509-96.3% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.0%-14.5pp | 81.2%-26.7pp |
| Annual return | -134.59% | -2.19%-132.4pp | -6.37%-128.2pp | 418.13%-552.7pp |
| Employer contribution / active EE | $741 | $3,301-77.5% | $2,656-72.1% | $4,741-84.4% |
| Participant deferral / active EE | $3,215 | $4,738-32.1% | $3,941-18.4% | $6,400-49.8% |
| Admin fee / account holder | $470 | $6,482-92.7% | $4,934-90.5% | $11,427-95.9% |