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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 | $5,111 | $111,878-95.4% | $93,727-94.5% | $145,897-96.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | -9.60% | 204.28%-213.9pp | 133.83%-143.4pp | 552.29%-561.9pp |
| Employer contribution / active EE | $1,056 | $3,092-65.8% | $2,421-56.4% | $4,663-77.4% |
| Participant deferral / active EE | $6,659 | $4,920+35.3% | $4,417+50.8% | $6,689-0.4% |
| Admin fee / account holder | $1,152 | $10,256-88.8% | $8,292-86.1% | $13,390-91.4% |