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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 | $4,421 | $93,117-95.3% | $77,096-94.3% | $134,532-96.7% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -28.19% | 62.67%-90.9pp | 42.35%-70.5pp | 418.27%-446.5pp |
| Employer contribution / active EE | $717 | $3,420-79.0% | $2,814-74.5% | $4,741-84.9% |
| Participant deferral / active EE | $3,584 | $5,241-31.6% | $4,429-19.1% | $6,401-44.0% |
| Admin fee / account holder | $3,779 | $6,948-45.6% | $5,428-30.4% | $11,429-66.9% |