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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 | $10,169 | $150,447-93.2% | $136,298-92.5% | $147,586-93.1% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | -34.22% | 1049.15%-1083.4pp | 5156.27%-5190.5pp | 578.59%-612.8pp |
| Employer contribution / active EE | $1,277 | $5,256-75.7% | $4,696-72.8% | $4,876-73.8% |
| Participant deferral / active EE | $2,814 | $6,631-57.6% | $6,247-55.0% | $5,439-48.3% |
| Admin fee / account holder | $2,494 | $10,906-77.1% | $9,244-73.0% | $10,886-77.1% |