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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 | $5,519 | $100,792-94.5% | $86,691-93.6% | $134,509-95.9% |
| Participation rate | 47.1% | 78.9%-31.9pp | 76.6%-29.5pp | 81.2%-34.2pp |
| Annual return | -47.47% | 29.08%-76.6pp | 35.94%-83.4pp | 418.13%-465.6pp |
| Employer contribution / active EE | $1,039 | $3,491-70.2% | $2,837-63.4% | $4,741-78.1% |
| Participant deferral / active EE | $1,729 | $5,339-67.6% | $4,656-62.9% | $6,400-73.0% |
| Admin fee / account holder | $1,173 | $10,924-89.3% | $7,492-84.3% | $11,427-89.7% |