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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 | $9,284 | $99,644-90.7% | $86,438-89.3% | $134,532-93.1% |
| Participation rate | 61.1% | 82.1%-20.9pp | 80.3%-19.2pp | 81.2%-20.1pp |
| Annual return | -32.51% | 6787.26%-6819.8pp | 4397.19%-4429.7pp | 418.27%-450.8pp |
| Employer contribution / active EE | $2,482 | $4,402-43.6% | $3,769-34.2% | $4,741-47.7% |
| Participant deferral / active EE | $4,395 | $7,247-39.4% | $6,952-36.8% | $6,401-31.3% |
| Admin fee / account holder | $2,744 | $8,375-67.2% | $6,733-59.2% | $11,429-76.0% |