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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 | $5,533 | $90,606-93.9% | $79,466-93.0% | $135,379-95.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -15.18% | 977.69%-992.9pp | 718.28%-733.5pp | 519.79%-535.0pp |
| Employer contribution / active EE | $1,247 | $3,068-59.4% | $2,800-55.5% | $4,779-73.9% |
| Participant deferral / active EE | $2,299 | $4,050-43.3% | $3,704-37.9% | $5,609-59.0% |
| Admin fee / account holder | $1,035 | $5,895-82.4% | $5,104-79.7% | $10,828-90.4% |