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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 | $4,444 | $152,597-97.1% | $117,533-96.2% | $134,532-96.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -88.49% | 53.04%-141.5pp | 29.77%-118.3pp | 418.27%-506.8pp |
| Employer contribution / active EE | $845 | $5,576-84.8% | $4,179-79.8% | $4,741-82.2% |
| Participant deferral / active EE | $2,968 | $4,821-38.4% | $4,072-27.1% | $6,401-53.6% |
| Admin fee / account holder | $1,273 | $7,007-81.8% | $5,647-77.5% | $11,429-88.9% |