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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 | $6,777 | $197,819-96.6% | $155,789-95.6% | $125,388-94.6% |
| Participation rate | 61.1% | 82.1%-21.0pp | 76.1%-15.0pp | 83.2%-22.1pp |
| Annual return | -5.06% | 86.73%-91.8pp | 71.54%-76.6pp | 282.24%-287.3pp |
| Employer contribution / active EE | $906 | $4,850-81.3% | $3,839-76.4% | $4,866-81.4% |
| Participant deferral / active EE | $1,462 | $5,631-74.0% | $4,798-69.5% | $5,352-72.7% |
| Admin fee / account holder | $552 | $9,544-94.2% | $7,477-92.6% | $9,541-94.2% |