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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 | $5,338 | $208,088-97.4% | $186,193-97.1% | $154,746-96.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | -1.67% | 89.97%-91.6pp | 78.03%-79.7pp | 172.34%-174.0pp |
| Employer contribution / active EE | $1,672 | $4,340-61.5% | $3,918-57.3% | $4,379-61.8% |
| Participant deferral / active EE | $2,726 | $7,078-61.5% | $6,513-58.2% | $6,730-59.5% |
| Admin fee / account holder | $491 | $11,698-95.8% | $11,058-95.6% | $14,365-96.6% |