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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 | $6,447 | $197,819-96.7% | $155,789-95.9% | $125,389-94.9% |
| Participation rate | 47.6% | 82.1%-34.5pp | 76.1%-28.5pp | 83.2%-35.6pp |
| Annual return | -24.32% | 86.73%-111.1pp | 71.54%-95.9pp | 282.24%-306.6pp |
| Employer contribution / active EE | $814 | $4,850-83.2% | $3,839-78.8% | $4,866-83.3% |
| Participant deferral / active EE | $2,308 | $5,631-59.0% | $4,798-51.9% | $5,352-56.9% |
| Admin fee / account holder | $3,234 | $9,544-66.1% | $7,477-56.7% | $9,541-66.1% |