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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 | $4,696 | $138,075-96.6% | $123,552-96.2% | $135,379-96.5% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -108.34% | 153.70%-262.0pp | 119.20%-227.5pp | 519.79%-628.1pp |
| Employer contribution / active EE | $1,741 | $5,152-66.2% | $4,628-62.4% | $4,779-63.6% |
| Participant deferral / active EE | $3,745 | $6,800-44.9% | $6,426-41.7% | $5,609-33.2% |
| Admin fee / account holder | $1,268 | $10,917-88.4% | $9,285-86.3% | $10,828-88.3% |