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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 | $2,987 | $149,040-98.0% | $120,225-97.5% | $137,256-97.8% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | -0.56% | 605.68%-606.2pp | 439.23%-439.8pp | 220.34%-220.9pp |
| Employer contribution / active EE | $1,144 | $4,350-73.7% | $3,475-67.1% | $4,156-72.5% |
| Participant deferral / active EE | $1,263 | $4,655-72.9% | $3,999-68.4% | $6,407-80.3% |
| Admin fee / account holder | $3,960 | $6,348-37.6% | $5,696-30.5% | $12,270-67.7% |