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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 | $4,227 | $104,116-95.9% | $71,089-94.1% | $135,380-96.9% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.6%-21.3pp | 82.6%-49.3pp |
| Annual return | -23.37% | 1256.51%-1279.9pp | 650.65%-674.0pp | 519.81%-543.2pp |
| Employer contribution / active EE | $417 | $1,485-71.9% | $1,088-61.7% | $4,779-91.3% |
| Participant deferral / active EE | $1,068 | $2,524-57.7% | $1,873-43.0% | $5,609-81.0% |
| Admin fee / account holder | $485 | $4,142-88.3% | $3,082-84.3% | $10,828-95.5% |