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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 | $2,874 | $82,630-96.5% | $64,105-95.5% | $125,388-97.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -3.91% | 1489.72%-1493.6pp | 791.24%-795.2pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,211 | $2,671-54.7% | $1,820-33.5% | $4,866-75.1% |
| Participant deferral / active EE | $1,683 | $3,608-53.4% | $2,822-40.3% | $5,352-68.5% |
| Admin fee / account holder | $418 | $6,382-93.4% | $4,499-90.7% | $9,541-95.6% |