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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 | $2,699 | $82,288-96.7% | $68,794-96.1% | $134,509-98.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -92.72% | -2.19%-90.5pp | -6.37%-86.3pp | 418.13%-510.9pp |
| Employer contribution / active EE | $545 | $3,301-83.5% | $2,656-79.5% | $4,741-88.5% |
| Participant deferral / active EE | $1,471 | $4,738-69.0% | $3,941-62.7% | $6,400-77.0% |
| Admin fee / account holder | $2,634 | $6,482-59.4% | $4,934-46.6% | $11,427-77.0% |