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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 | $3,821 | $117,777-96.8% | $71,778-94.7% | $134,545-97.2% |
| Participation rate | 58.3% | 68.9%-10.6pp | 62.3%-4.0pp | 81.2%-22.9pp |
| Annual return | -54.46% | 25.46%-79.9pp | 9.15%-63.6pp | 418.37%-472.8pp |
| Employer contribution / active EE | $1,067 | $2,525-57.7% | $1,704-37.4% | $4,742-77.5% |
| Participant deferral / active EE | $1,919 | $3,756-48.9% | $2,656-27.8% | $6,401-70.0% |
| Admin fee / account holder | $417 | $6,379-93.5% | $3,974-89.5% | $11,431-96.4% |