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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 | $6,436 | $97,729-93.4% | $83,830-92.3% | $135,379-95.2% |
| Participation rate | 36.8% | 80.0%-43.1pp | 76.1%-39.3pp | 82.6%-45.8pp |
| Annual return | -15.73% | 1287.52%-1303.2pp | 850.97%-866.7pp | 519.79%-535.5pp |
| Employer contribution / active EE | $910 | $4,222-78.5% | $3,631-74.9% | $4,779-81.0% |
| Participant deferral / active EE | $1,221 | $4,683-73.9% | $4,082-70.1% | $5,609-78.2% |
| Admin fee / account holder | $522 | $6,674-92.2% | $5,479-90.5% | $10,828-95.2% |