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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 | $4,696 | $101,283-95.4% | $75,826-93.8% | $135,380-96.5% |
| Participation rate | 63.2% | 72.7%-9.6pp | 68.2%-5.1pp | 82.6%-19.5pp |
| Annual return | -12.38% | 3384.62%-3397.0pp | 1914.15%-1926.5pp | 519.81%-532.2pp |
| Employer contribution / active EE | $947 | $2,382-60.2% | $1,913-50.5% | $4,779-80.2% |
| Participant deferral / active EE | $1,350 | $3,469-61.1% | $2,862-52.8% | $5,609-75.9% |
| Admin fee / account holder | $505 | $6,539-92.3% | $4,726-89.3% | $10,828-95.3% |