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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 | $7,789 | $82,630-90.6% | $64,105-87.8% | $125,388-93.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -10.80% | 1489.72%-1500.5pp | 791.24%-802.0pp | 282.24%-293.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,478 | $3,608-59.0% | $2,822-47.6% | $5,352-72.4% |
| Admin fee / account holder | $542 | $6,382-91.5% | $4,499-87.9% | $9,541-94.3% |