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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 | $7,036 | $92,743-92.4% | $82,744-91.5% | $134,532-94.8% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.6%-8.3pp | 81.2%-16.9pp |
| Annual return | -49.99% | 946.63%-996.6pp | 702.22%-752.2pp | 418.27%-468.3pp |
| Employer contribution / active EE | $1,635 | $3,273-50.0% | $3,008-45.6% | $4,741-65.5% |
| Participant deferral / active EE | $3,254 | $4,802-32.2% | $4,395-26.0% | $6,401-49.2% |
| Admin fee / account holder | $317 | $5,977-94.7% | $5,325-94.0% | $11,429-97.2% |