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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 | $6,224 | $90,606-93.1% | $79,466-92.2% | $135,379-95.4% |
| Participation rate | 68.8% | 76.0%-7.3pp | 73.3%-4.6pp | 82.6%-13.9pp |
| Annual return | -10.71% | 977.69%-988.4pp | 718.28%-729.0pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,536 | $3,068-49.9% | $2,800-45.2% | $4,779-67.9% |
| Participant deferral / active EE | $3,088 | $4,050-23.8% | $3,704-16.6% | $5,609-45.0% |
| Admin fee / account holder | $1,948 | $5,895-67.0% | $5,104-61.8% | $10,828-82.0% |