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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 | $5,618 | $84,685-93.4% | $73,836-92.4% | $125,389-95.5% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -37.14% | 3123.80%-3160.9pp | 2268.06%-2305.2pp | 282.24%-319.4pp |
| Employer contribution / active EE | $1,361 | $3,123-56.4% | $2,787-51.2% | $4,866-72.0% |
| Participant deferral / active EE | $2,151 | $3,993-46.1% | $3,583-40.0% | $5,352-59.8% |
| Admin fee / account holder | $475 | $5,694-91.7% | $4,882-90.3% | $9,541-95.0% |