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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 | $5,166 | $109,344-95.3% | $89,400-94.2% | $158,950-96.7% |
| Participation rate | 61.9% | 74.3%-12.4pp | 68.0%-6.1pp | 82.0%-20.1pp |
| Annual return | -20.76% | 345.73%-366.5pp | 245.64%-266.4pp | 302.91%-323.7pp |
| Employer contribution / active EE | $384 | $3,170-87.9% | $2,586-85.2% | $4,762-91.9% |
| Participant deferral / active EE | $2,298 | $4,599-50.0% | $3,890-40.9% | $5,983-61.6% |
| Admin fee / account holder | $1,218 | $6,154-80.2% | $4,882-75.1% | $11,248-89.2% |