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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 | $7,832 | $84,685-90.8% | $73,836-89.4% | $125,389-93.8% |
| Participation rate | 43.5% | 76.8%-33.3pp | 73.4%-30.0pp | 83.2%-39.7pp |
| Annual return | -22.31% | 3123.80%-3146.1pp | 2268.06%-2290.4pp | 282.24%-304.5pp |
| Employer contribution / active EE | $1,080 | $3,123-65.4% | $2,787-61.3% | $4,866-77.8% |
| Participant deferral / active EE | $2,435 | $3,993-39.0% | $3,583-32.0% | $5,352-54.5% |
| Admin fee / account holder | $354 | $5,694-93.8% | $4,882-92.7% | $9,541-96.3% |