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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 | $4,621 | $93,117-95.0% | $77,096-94.0% | $134,532-96.6% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -39.55% | 62.67%-102.2pp | 42.35%-81.9pp | 418.27%-457.8pp |
| Employer contribution / active EE | $1,796 | $3,420-47.5% | $2,814-36.2% | $4,741-62.1% |
| Participant deferral / active EE | $3,198 | $5,241-39.0% | $4,429-27.8% | $6,401-50.0% |
| Admin fee / account holder | $1,468 | $6,948-78.9% | $5,428-73.0% | $11,429-87.2% |