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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 | $2,537 | $92,766-97.3% | $82,763-96.9% | $134,545-98.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -22.06% | 946.97%-969.0pp | 702.45%-724.5pp | 418.37%-440.4pp |
| Employer contribution / active EE | $908 | $3,273-72.3% | $3,008-69.8% | $4,742-80.9% |
| Participant deferral / active EE | $2,317 | $4,802-51.8% | $4,395-47.3% | $6,401-63.8% |
| Admin fee / account holder | $2,462 | $5,978-58.8% | $5,325-53.8% | $11,431-78.5% |