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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 | $5,241 | $67,372-92.2% | $60,906-91.4% | $134,532-96.1% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.1%-37.8pp | 81.2%-45.9pp |
| Annual return | -61.55% | 50.05%-111.6pp | 16.94%-78.5pp | 418.27%-479.8pp |
| Employer contribution / active EE | $654 | $3,099-78.9% | $2,703-75.8% | $4,741-86.2% |
| Participant deferral / active EE | $1,482 | $4,532-67.3% | $3,814-61.1% | $6,401-76.8% |
| Admin fee / account holder | $1,662 | $4,588-63.8% | $3,227-48.5% | $11,429-85.5% |