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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 | $6,565 | $75,959-91.4% | $154,114-95.7% | $64,181-89.8% |
| Participation rate | 56.8% | 70.4%-13.6pp | 83.0%-26.2pp | 69.6%-12.8pp |
| Annual return | -83.83% | 30.32%-114.2pp | 735.16%-819.0pp | 7.63%-91.5pp |
| Employer contribution / active EE | $1,251 | $3,350-62.7% | $5,298-76.4% | $2,381-47.4% |
| Participant deferral / active EE | $2,812 | $3,175-11.4% | $5,081-44.7% | $3,470-19.0% |
| Admin fee / account holder | $3,214 | $5,589-42.5% | $13,411-76.0% | $4,887-34.2% |