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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 | $4,638 | $92,743-95.0% | $82,744-94.4% | $134,532-96.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -36.04% | 946.63%-982.7pp | 702.22%-738.3pp | 418.27%-454.3pp |
| Employer contribution / active EE | $1,133 | $3,273-65.4% | $3,008-62.3% | $4,741-76.1% |
| Participant deferral / active EE | $1,211 | $4,802-74.8% | $4,395-72.4% | $6,401-81.1% |
| Admin fee / account holder | $377 | $5,977-93.7% | $5,325-92.9% | $11,429-96.7% |