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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 | $4,551 | $106,551-95.7% | $91,225-95.0% | $134,532-96.6% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -23.02% | 160.78%-183.8pp | 114.12%-137.1pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,027 | $3,331-69.2% | $2,851-64.0% | $4,741-78.3% |
| Participant deferral / active EE | $1,283 | $4,718-72.8% | $4,233-69.7% | $6,401-80.0% |
| Admin fee / account holder | $978 | $6,234-84.3% | $5,422-82.0% | $11,429-91.4% |