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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 | $3,413 | $102,429-96.7% | $147,096-97.7% | $80,925-95.8% |
| Participation rate | 40.4% | 75.9%-35.5pp | 82.2%-41.8pp | 67.7%-27.3pp |
| Annual return | -103.25% | 135.02%-238.3pp | 419.75%-523.0pp | 35.65%-138.9pp |
| Employer contribution / active EE | $2,312 | $3,716-37.8% | $4,936-53.2% | $2,756-16.1% |
| Participant deferral / active EE | $5,282 | $6,649-20.6% | $8,071-34.6% | $4,299+22.9% |
| Admin fee / account holder | $6,308 | $7,957-20.7% | $13,005-51.5% | $6,940-9.1% |