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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 | $3,495 | $90,617-96.1% | $79,476-95.6% | $135,382-97.4% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -34.74% | 977.57%-1012.3pp | 718.21%-752.9pp | 519.77%-554.5pp |
| Employer contribution / active EE | $159 | $3,068-94.8% | $2,800-94.3% | $4,779-96.7% |
| Participant deferral / active EE | $1,489 | $4,050-63.3% | $3,704-59.8% | $5,609-73.5% |
| Admin fee / account holder | $761 | $5,907-87.1% | $5,113-85.1% | $10,829-93.0% |