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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 | $4,544 | $92,766-95.1% | $82,763-94.5% | $134,545-96.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.86% | 946.97%-969.8pp | 702.45%-725.3pp | 418.37%-441.2pp |
| Employer contribution / active EE | $1,778 | $3,273-45.7% | $3,008-40.9% | $4,742-62.5% |
| Participant deferral / active EE | $2,222 | $4,802-53.7% | $4,395-49.5% | $6,401-65.3% |
| Admin fee / account holder | $3,791 | $5,978-36.6% | $5,325-28.8% | $11,431-66.8% |