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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 | $9,199 | $97,761-90.6% | $83,850-89.0% | $135,382-93.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -16.44% | 1287.44%-1303.9pp | 850.92%-867.4pp | 519.77%-536.2pp |
| Employer contribution / active EE | $1,356 | $4,222-67.9% | $3,631-62.7% | $4,779-71.6% |
| Participant deferral / active EE | $2,741 | $4,682-41.5% | $4,082-32.8% | $5,609-51.1% |
| Admin fee / account holder | $772 | $6,674-88.4% | $5,478-85.9% | $10,829-92.9% |