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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 | $5,097 | $90,607-94.4% | $79,467-93.6% | $135,380-96.2% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -11.24% | 977.74%-989.0pp | 718.30%-729.5pp | 519.81%-531.0pp |
| Employer contribution / active EE | $300 | $3,068-90.2% | $2,800-89.3% | $4,779-93.7% |
| Participant deferral / active EE | $2,384 | $4,050-41.1% | $3,704-35.6% | $5,609-57.5% |
| Admin fee / account holder | $1,510 | $5,895-74.4% | $5,104-70.4% | $10,828-86.1% |