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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 | $3,675 | $90,607-95.9% | $79,467-95.4% | $135,380-97.3% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -16.24% | 977.74%-994.0pp | 718.30%-734.5pp | 519.81%-536.0pp |
| Employer contribution / active EE | $516 | $3,068-83.2% | $2,800-81.6% | $4,779-89.2% |
| Participant deferral / active EE | $1,092 | $4,050-73.0% | $3,704-70.5% | $5,609-80.5% |
| Admin fee / account holder | $1,269 | $5,895-78.5% | $5,104-75.1% | $10,828-88.3% |