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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 | $2,968 | $110,379-97.3% | $102,412-97.1% | $145,884-98.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | -91.90% | 24.84%-116.7pp | 24.94%-116.8pp | 551.85%-643.7pp |
| Employer contribution / active EE | $1,468 | $4,216-65.2% | $3,870-62.1% | $4,662-68.5% |
| Participant deferral / active EE | $2,939 | $5,622-47.7% | $5,060-41.9% | $6,690-56.1% |
| Admin fee / account holder | $2,285 | $9,745-76.6% | $8,388-72.8% | $13,392-82.9% |