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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 | $5,051 | $115,225-95.6% | $100,712-95.0% | $138,895-96.4% |
| Participation rate | 58.3% | 74.3%-16.0pp | 69.3%-10.9pp | 79.9%-21.6pp |
| Annual return | -106.30% | 40.35%-146.7pp | 33.27%-139.6pp | 145.39%-251.7pp |
| Employer contribution / active EE | $2,096 | $2,771-24.4% | $2,313-9.4% | $4,194-50.0% |
| Participant deferral / active EE | $8,172 | $4,699+73.9% | $4,085+100.0% | $6,396+27.8% |
| Admin fee / account holder | $7,209 | $10,844-33.5% | $9,256-22.1% | $12,562-42.6% |