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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 | $4,717 | $111,830-95.8% | $93,696-95.0% | $145,884-96.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | -96.17% | 204.08%-300.2pp | 133.74%-229.9pp | 551.85%-648.0pp |
| Employer contribution / active EE | $1,005 | $3,093-67.5% | $2,422-58.5% | $4,662-78.4% |
| Participant deferral / active EE | $1,213 | $4,920-75.3% | $4,417-72.5% | $6,690-81.9% |
| Admin fee / account holder | $1,237 | $10,249-87.9% | $8,287-85.1% | $13,392-90.8% |