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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 | $180,749-97.0% | $160,784-96.7% | $137,256-96.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | -1.67% | 2234.46%-2236.1pp | 1803.92%-1805.6pp | 220.34%-222.0pp |
| Employer contribution / active EE | $1,672 | $4,155-59.8% | $3,733-55.2% | $4,156-59.8% |
| Participant deferral / active EE | $2,726 | $6,844-60.2% | $6,293-56.7% | $6,407-57.5% |
| Admin fee / account holder | $491 | $10,397-95.3% | $9,717-95.0% | $12,270-96.0% |