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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 | $5,789 | $97,761-94.1% | $83,850-93.1% | $135,382-95.7% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -24.93% | 1287.44%-1312.4pp | 850.92%-875.9pp | 519.77%-544.7pp |
| Employer contribution / active EE | $1,452 | $4,222-65.6% | $3,631-60.0% | $4,779-69.6% |
| Participant deferral / active EE | $2,511 | $4,682-46.4% | $4,082-38.5% | $5,609-55.2% |
| Admin fee / account holder | $1,153 | $6,674-82.7% | $5,478-79.0% | $10,829-89.4% |