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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 | $4,027 | $49,177-91.8% | $79,476-94.9% | $64,181-93.7% |
| Participation rate | 63.2% | 65.0%-1.8pp | 73.3%-10.1pp | 69.6%-6.4pp |
| Annual return | -25.09% | -1.16%-23.9pp | 718.21%-743.3pp | 7.63%-32.7pp |
| Employer contribution / active EE | $2,857 | $2,076+37.6% | $2,800+2.0% | $2,381+20.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $371 | $3,839-90.3% | $5,113-92.7% | $4,887-92.4% |