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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 | $2,498 | $90,607-97.2% | $79,467-96.9% | $135,380-98.2% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -15.02% | 977.74%-992.8pp | 718.30%-733.3pp | 519.81%-534.8pp |
| Employer contribution / active EE | $209 | $3,068-93.2% | $2,800-92.6% | $4,779-95.6% |
| Participant deferral / active EE | $1,317 | $4,050-67.5% | $3,704-64.4% | $5,609-76.5% |
| Admin fee / account holder | $1,015 | $5,895-82.8% | $5,104-80.1% | $10,828-90.6% |