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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 | $2,243 | $84,684-97.4% | $73,835-97.0% | $125,388-98.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -19.37% | 3123.93%-3143.3pp | 2268.13%-2287.5pp | 282.24%-301.6pp |
| Employer contribution / active EE | $508 | $3,123-83.7% | $2,788-81.8% | $4,866-89.6% |
| Participant deferral / active EE | $1,351 | $3,993-66.2% | $3,583-62.3% | $5,352-74.7% |
| Admin fee / account holder | $395 | $5,691-93.1% | $4,880-91.9% | $9,541-95.9% |