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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 | $3,146 | $106,551-97.0% | $91,225-96.6% | $134,532-97.7% |
| Participation rate | 16.7% | 76.8%-60.1pp | 73.2%-56.5pp | 81.2%-64.6pp |
| Annual return | -38.45% | 160.78%-199.2pp | 114.12%-152.6pp | 418.27%-456.7pp |
| Employer contribution / active EE | $531 | $3,331-84.1% | $2,851-81.4% | $4,741-88.8% |
| Participant deferral / active EE | $1,236 | $4,718-73.8% | $4,233-70.8% | $6,401-80.7% |
| Admin fee / account holder | $3,726 | $6,234-40.2% | $5,422-31.3% | $11,429-67.4% |