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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 | $7,750 | $133,981-94.2% | $112,249-93.1% | $134,532-94.2% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -45.69% | 47.16%-92.9pp | 27.48%-73.2pp | 418.27%-464.0pp |
| Employer contribution / active EE | $1,296 | $4,040-67.9% | $3,636-64.3% | $4,741-72.7% |
| Participant deferral / active EE | $4,576 | $5,292-13.5% | $4,729-3.2% | $6,401-28.5% |
| Admin fee / account holder | $1,810 | $7,492-75.8% | $6,412-71.8% | $11,429-84.2% |