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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 | $2,876 | $93,117-96.9% | $77,096-96.3% | $134,532-97.9% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -102.59% | 62.67%-165.3pp | 42.35%-144.9pp | 418.27%-520.9pp |
| Employer contribution / active EE | $1,640 | $3,420-52.1% | $2,814-41.7% | $4,741-65.4% |
| Participant deferral / active EE | $13,678 | $5,241+161.0% | $4,429+208.8% | $6,401+113.7% |
| Admin fee / account holder | $2,991 | $6,948-57.0% | $5,428-44.9% | $11,429-73.8% |