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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 | $7,412 | $90,617-91.8% | $79,476-90.7% | $135,382-94.5% |
| Participation rate | 60.0% | 76.1%-16.1pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -10.80% | 977.57%-988.4pp | 718.21%-729.0pp | 519.77%-530.6pp |
| Employer contribution / active EE | $1,298 | $3,068-57.7% | $2,800-53.6% | $4,779-72.8% |
| Participant deferral / active EE | $1,553 | $4,050-61.7% | $3,704-58.1% | $5,609-72.3% |
| Admin fee / account holder | $956 | $5,907-83.8% | $5,113-81.3% | $10,829-91.2% |