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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 | $4,466 | $106,923-95.8% | $84,023-94.7% | $152,909-97.1% |
| Participation rate | 63.6% | 75.3%-11.6pp | 69.0%-5.4pp | 82.5%-18.8pp |
| Annual return | -49.62% | 105.02%-154.6pp | 71.32%-120.9pp | 345.46%-395.1pp |
| Employer contribution / active EE | $615 | $2,735-77.5% | $1,984-69.0% | $4,764-87.1% |
| Participant deferral / active EE | $1,608 | $4,013-59.9% | $3,239-50.4% | $5,851-72.5% |
| Admin fee / account holder | $1,522 | $8,289-81.6% | $6,102-75.1% | $11,601-86.9% |