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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 | $3,394 | $106,551-96.8% | $91,225-96.3% | $134,532-97.5% |
| Participation rate | 58.3% | 76.8%-18.5pp | 73.2%-14.9pp | 81.2%-22.9pp |
| Annual return | -31.23% | 160.78%-192.0pp | 114.12%-145.3pp | 418.27%-449.5pp |
| Employer contribution / active EE | $526 | $3,331-84.2% | $2,851-81.6% | $4,741-88.9% |
| Participant deferral / active EE | $1,728 | $4,718-63.4% | $4,233-59.2% | $6,401-73.0% |
| Admin fee / account holder | $493 | $6,234-92.1% | $5,422-90.9% | $11,429-95.7% |