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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 | $5,334 | $92,219-94.2% | $76,767-93.1% | $135,380-96.1% |
| Participation rate | 65.2% | 79.8%-14.6pp | 77.0%-11.7pp | 82.6%-17.4pp |
| Annual return | -52.87% | 5.46%-58.3pp | 2.43%-55.3pp | 519.81%-572.7pp |
| Employer contribution / active EE | $5,694 | $3,216+77.1% | $2,485+129.1% | $4,779+19.2% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,122 | $10,749-89.6% | $6,675-83.2% | $10,828-89.6% |