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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 | $4,835 | $75,832-93.6% | $147,618-96.7% | $59,633-91.9% |
| Participation rate | 53.8% | 71.6%-17.7pp | 84.6%-30.8pp | 68.7%-14.8pp |
| Annual return | -44.00% | 0.37%-44.4pp | 61.98%-106.0pp | 2041.40%-2085.4pp |
| Employer contribution / active EE | $717 | $3,485-79.4% | $5,565-87.1% | $2,203-67.4% |
| Participant deferral / active EE | $1,945 | $3,131-37.9% | $4,895-60.3% | $3,192-39.0% |
| Admin fee / account holder | $1,224 | $5,986-79.6% | $11,612-89.5% | $4,297-71.5% |