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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 | $5,911 | $190,879-96.9% | $160,009-96.3% | $134,532-95.6% |
| Participation rate | 60.9% | 82.0%-21.1pp | 78.0%-17.1pp | 81.2%-20.4pp |
| Annual return | -43.53% | 552.63%-596.2pp | 408.85%-452.4pp | 418.27%-461.8pp |
| Employer contribution / active EE | $696 | $4,995-86.1% | $4,225-83.5% | $4,741-85.3% |
| Participant deferral / active EE | $2,452 | $6,924-64.6% | $6,183-60.3% | $6,401-61.7% |
| Admin fee / account holder | $376 | $10,495-96.4% | $8,715-95.7% | $11,429-96.7% |