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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 | $2,385 | $138,075-98.3% | $123,552-98.1% | $135,379-98.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -63.74% | 153.70%-217.4pp | 119.20%-182.9pp | 519.79%-583.5pp |
| Employer contribution / active EE | $2,195 | $5,152-57.4% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $3,810 | $6,800-44.0% | $6,426-40.7% | $5,609-32.1% |
| Admin fee / account holder | $2,570 | $10,917-76.5% | $9,285-72.3% | $10,828-76.3% |