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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 | $605 | $100,073-99.4% | $85,126-99.3% | $145,877-99.6% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | -203.19% | 84.11%-287.3pp | 66.63%-269.8pp | 551.28%-754.5pp |
| Employer contribution / active EE | $1,948 | $3,236-39.8% | $2,731-28.7% | $4,663-58.2% |
| Participant deferral / active EE | $4,285 | $5,294-19.1% | $4,523-5.3% | $6,691-35.9% |
| Admin fee / account holder | $1,305 | $7,261-82.0% | $6,160-78.8% | $13,402-90.3% |