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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 | $3,824 | $105,867-96.4% | $90,760-95.8% | $134,532-97.2% |
| Participation rate | 68.8% | 78.3%-9.5pp | 75.7%-6.9pp | 81.2%-12.5pp |
| Annual return | -35.35% | -10.99%-24.4pp | -12.16%-23.2pp | 418.27%-453.6pp |
| Employer contribution / active EE | $1,506 | $3,464-56.5% | $2,922-48.4% | $4,741-68.2% |
| Participant deferral / active EE | $2,083 | $5,217-60.1% | $4,565-54.4% | $6,401-67.5% |
| Admin fee / account holder | $713 | $13,936-94.9% | $8,444-91.6% | $11,429-93.8% |