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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 | $5,881 | $75,962-92.3% | $154,111-96.2% | $64,173-90.8% |
| Participation rate | 44.1% | 70.4%-26.3pp | 83.0%-38.9pp | 69.6%-25.5pp |
| Annual return | -32.13% | 30.32%-62.5pp | 735.18%-767.3pp | 7.63%-39.8pp |
| Employer contribution / active EE | $1,450 | $3,350-56.7% | $5,298-72.6% | $2,381-39.1% |
| Participant deferral / active EE | $2,304 | $3,175-27.4% | $5,081-54.6% | $3,470-33.6% |
| Admin fee / account holder | $1,385 | $5,589-75.2% | $13,411-89.7% | $4,887-71.7% |