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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 | $2,255 | $92,743-97.6% | $82,744-97.3% | $134,532-98.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -24.61% | 946.63%-971.2pp | 702.22%-726.8pp | 418.27%-442.9pp |
| Employer contribution / active EE | $2,392 | $3,273-26.9% | $3,008-20.5% | $4,741-49.6% |
| Participant deferral / active EE | $3,600 | $4,802-25.0% | $4,395-18.1% | $6,401-43.8% |
| Admin fee / account holder | $587 | $5,977-90.2% | $5,325-89.0% | $11,429-94.9% |