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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 | $5,064 | $82,314-93.8% | $68,808-92.6% | $134,532-96.2% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -25.46% | -2.18%-23.3pp | -6.37%-19.1pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,039 | $3,301-68.5% | $2,656-60.9% | $4,741-78.1% |
| Participant deferral / active EE | $1,397 | $4,740-70.5% | $3,942-64.5% | $6,401-78.2% |
| Admin fee / account holder | $1,572 | $6,484-75.7% | $4,936-68.1% | $11,429-86.2% |