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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 | $3,924 | $202,440-98.1% | $169,390-97.7% | $139,466-97.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | -30.67% | 532.36%-563.0pp | 406.07%-436.7pp | 373.66%-404.3pp |
| Employer contribution / active EE | $1,840 | $4,693-60.8% | $4,013-54.1% | $4,754-61.3% |
| Participant deferral / active EE | $2,021 | $6,940-70.9% | $6,222-67.5% | $6,712-69.9% |
| Admin fee / account holder | $17,981 | $10,722+67.7% | $9,015+99.5% | $11,409+57.6% |