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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 | $5,068 | $67,372-92.5% | $60,906-91.7% | $134,532-96.2% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | -28.31% | 50.05%-78.4pp | 16.94%-45.2pp | 418.27%-446.6pp |
| Employer contribution / active EE | $417 | $3,099-86.5% | $2,703-84.6% | $4,741-91.2% |
| Participant deferral / active EE | $2,090 | $4,532-53.9% | $3,814-45.2% | $6,401-67.3% |
| Admin fee / account holder | $924 | $4,588-79.9% | $3,227-71.4% | $11,429-91.9% |