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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 | $9,356 | $84,685-89.0% | $73,836-87.3% | $125,389-92.5% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.4%-17.9pp | 83.2%-27.6pp |
| Annual return | -3.99% | 3123.80%-3127.8pp | 2268.06%-2272.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,675 | $3,123-46.4% | $2,787-39.9% | $4,866-65.6% |
| Participant deferral / active EE | $4,634 | $3,993+16.1% | $3,583+29.3% | $5,352-13.4% |
| Admin fee / account holder | $550 | $5,694-90.3% | $4,882-88.7% | $9,541-94.2% |