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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 | $8,249 | $138,076-94.0% | $123,553-93.3% | $135,380-93.9% |
| Participation rate | 47.1% | 84.7%-37.7pp | 82.3%-35.2pp | 82.6%-35.6pp |
| Annual return | -19.16% | 153.70%-172.9pp | 119.21%-138.4pp | 519.81%-539.0pp |
| Employer contribution / active EE | $981 | $5,152-81.0% | $4,628-78.8% | $4,779-79.5% |
| Participant deferral / active EE | $2,272 | $6,800-66.6% | $6,426-64.6% | $5,609-59.5% |
| Admin fee / account holder | $655 | $10,917-94.0% | $9,284-92.9% | $10,828-94.0% |