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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 | $8,734 | $90,606-90.4% | $79,466-89.0% | $135,379-93.5% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -12.31% | 977.69%-990.0pp | 718.28%-730.6pp | 519.79%-532.1pp |
| Employer contribution / active EE | $1,093 | $3,068-64.4% | $2,800-61.0% | $4,779-77.1% |
| Participant deferral / active EE | $2,977 | $4,050-26.5% | $3,704-19.6% | $5,609-46.9% |
| Admin fee / account holder | $3,485 | $5,895-40.9% | $5,104-31.7% | $10,828-67.8% |