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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 | $7,047 | $84,685-91.7% | $73,836-90.5% | $125,389-94.4% |
| Participation rate | 27.3% | 76.8%-49.5pp | 73.4%-46.2pp | 83.2%-55.9pp |
| Annual return | -3.84% | 3123.80%-3127.6pp | 2268.06%-2271.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $584 | $3,123-81.3% | $2,787-79.1% | $4,866-88.0% |
| Participant deferral / active EE | $1,005 | $3,993-74.8% | $3,583-71.9% | $5,352-81.2% |
| Admin fee / account holder | $927 | $5,694-83.7% | $4,882-81.0% | $9,541-90.3% |