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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 | $2,568 | $92,743-97.2% | $82,744-96.9% | $134,532-98.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -42.92% | 946.63%-989.5pp | 702.22%-745.1pp | 418.27%-461.2pp |
| Employer contribution / active EE | $1,234 | $3,273-62.3% | $3,008-59.0% | $4,741-74.0% |
| Participant deferral / active EE | $1,504 | $4,802-68.7% | $4,395-65.8% | $6,401-76.5% |
| Admin fee / account holder | $329 | $5,977-94.5% | $5,325-93.8% | $11,429-97.1% |