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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 | $1,425 | $138,393-99.0% | $184,256-99.2% | $80,959-98.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 86.8%-31.3pp | 67.7%-12.1pp |
| Annual return | -101.58% | 20.01%-121.6pp | 28.85%-130.4pp | 35.67%-137.2pp |
| Employer contribution / active EE | $3,227 | $4,847-33.4% | $6,427-49.8% | $2,757+17.1% |
| Participant deferral / active EE | $5,592 | $7,076-21.0% | $9,133-38.8% | $4,300+30.0% |
| Admin fee / account holder | $6,459 | $10,489-38.4% | $13,899-53.5% | $6,925-6.7% |