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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 | $4,677 | $95,915-95.1% | $79,580-94.1% | $134,532-96.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -24.01% | -2.71%-21.3pp | 0.15%-24.2pp | 418.27%-442.3pp |
| Employer contribution / active EE | $958 | $3,129-69.4% | $2,413-60.3% | $4,741-79.8% |
| Participant deferral / active EE | $1,957 | $4,693-58.3% | $3,985-50.9% | $6,401-69.4% |
| Admin fee / account holder | $1,397 | $9,132-84.7% | $6,835-79.6% | $11,429-87.8% |