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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 | $6,960 | $90,606-92.3% | $79,466-91.2% | $135,379-94.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -10.70% | 977.69%-988.4pp | 718.28%-729.0pp | 519.79%-530.5pp |
| Employer contribution / active EE | $680 | $3,068-77.8% | $2,800-75.7% | $4,779-85.8% |
| Participant deferral / active EE | $1,365 | $4,050-66.3% | $3,704-63.1% | $5,609-75.7% |
| Admin fee / account holder | $331 | $5,895-94.4% | $5,104-93.5% | $10,828-96.9% |