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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 | $2,817 | $175,231-98.4% | $149,696-98.1% | $139,466-98.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | -1.19% | 166.77%-168.0pp | 134.46%-135.6pp | 373.66%-374.9pp |
| Employer contribution / active EE | $1,637 | $5,478-70.1% | $4,821-66.0% | $4,754-65.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $423 | $16,155-97.4% | $13,212-96.8% | $11,409-96.3% |