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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 | $5,704 | $97,729-94.2% | $83,830-93.2% | $135,379-95.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -58.79% | 1287.52%-1346.3pp | 850.97%-909.8pp | 519.79%-578.6pp |
| Employer contribution / active EE | $818 | $4,222-80.6% | $3,631-77.5% | $4,779-82.9% |
| Participant deferral / active EE | $1,636 | $4,683-65.1% | $4,082-59.9% | $5,609-70.8% |
| Admin fee / account holder | $1,714 | $6,674-74.3% | $5,479-68.7% | $10,828-84.2% |