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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 | $986 | $99,995-99.0% | $85,063-98.8% | $145,978-99.3% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | -6.46% | 83.99%-90.5pp | 66.54%-73.0pp | 550.52%-557.0pp |
| Employer contribution / active EE | $792 | $3,231-75.5% | $2,727-71.0% | $4,662-83.0% |
| Participant deferral / active EE | $928 | $5,295-82.5% | $4,523-79.5% | $6,690-86.1% |
| Admin fee / account holder | $4,821 | $7,255-33.5% | $6,155-21.7% | $13,400-64.0% |