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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 | $7,322 | $100,938-92.7% | $90,461-91.9% | $158,982-95.4% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.7%-4.3pp | 82.0%-13.5pp |
| Annual return | -15.53% | 1727.20%-1742.7pp | 1294.76%-1310.3pp | 302.99%-318.5pp |
| Employer contribution / active EE | $528 | $3,691-85.7% | $3,264-83.8% | $4,763-88.9% |
| Participant deferral / active EE | $1,701 | $4,350-60.9% | $3,964-57.1% | $5,983-71.6% |
| Admin fee / account holder | $895 | $6,510-86.2% | $5,617-84.1% | $11,252-92.0% |