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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 | $92,684-97.6% | $82,706-97.3% | $134,509-98.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -24.61% | 945.84%-970.5pp | 701.76%-726.4pp | 418.13%-442.7pp |
| Employer contribution / active EE | $2,392 | $3,272-26.9% | $3,007-20.5% | $4,741-49.5% |
| Participant deferral / active EE | $3,600 | $4,800-25.0% | $4,394-18.1% | $6,400-43.7% |
| Admin fee / account holder | $587 | $5,982-90.2% | $5,329-89.0% | $11,427-94.9% |