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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 | $5,154 | $82,630-93.8% | $64,105-92.0% | $125,389-95.9% |
| Participation rate | 42.1% | 75.9%-33.7pp | 68.2%-26.1pp | 83.2%-41.1pp |
| Annual return | -13.72% | 1489.72%-1503.4pp | 791.24%-805.0pp | 282.24%-296.0pp |
| Employer contribution / active EE | $744 | $2,671-72.1% | $1,820-59.1% | $4,866-84.7% |
| Participant deferral / active EE | $2,223 | $3,608-38.4% | $2,822-21.2% | $5,352-58.5% |
| Admin fee / account holder | $703 | $6,382-89.0% | $4,499-84.4% | $9,541-92.6% |