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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 | $4,385 | $92,743-95.3% | $82,744-94.7% | $134,532-96.7% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -27.55% | 946.63%-974.2pp | 702.22%-729.8pp | 418.27%-445.8pp |
| Employer contribution / active EE | $773 | $3,273-76.4% | $3,008-74.3% | $4,741-83.7% |
| Participant deferral / active EE | $1,010 | $4,802-79.0% | $4,395-77.0% | $6,401-84.2% |
| Admin fee / account holder | $637 | $5,977-89.3% | $5,325-88.0% | $11,429-94.4% |