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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 | $4,182 | $69,012-93.9% | $160,037-97.4% | $68,490-93.9% |
| Participation rate | 64.7% | 65.4%-0.7pp | 78.0%-13.3pp | 67.9%-3.2pp |
| Annual return | -35.69% | -9.65%-26.0pp | 408.95%-444.6pp | -7.85%-27.8pp |
| Employer contribution / active EE | $888 | $2,212-59.9% | $4,226-79.0% | $2,597-65.8% |
| Participant deferral / active EE | $1,748 | $4,212-58.5% | $6,184-71.7% | $4,028-56.6% |
| Admin fee / account holder | $318 | $4,798-93.4% | $8,716-96.3% | $5,403-94.1% |