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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 | $3,136 | $93,098-96.6% | $77,081-95.9% | $134,509-97.7% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -22.55% | 62.63%-85.2pp | 42.33%-64.9pp | 418.13%-440.7pp |
| Employer contribution / active EE | $621 | $3,419-81.8% | $2,813-77.9% | $4,741-86.9% |
| Participant deferral / active EE | $951 | $5,239-81.9% | $4,428-78.5% | $6,400-85.1% |
| Admin fee / account holder | $2,866 | $6,945-58.7% | $5,427-47.2% | $11,427-74.9% |