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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 | $2,423 | $121,701-98.0% | $104,639-97.7% | $158,982-98.5% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | -4.51% | 465.72%-470.2pp | 340.67%-345.2pp | 302.99%-307.5pp |
| Employer contribution / active EE | $703 | $3,165-77.8% | $2,682-73.8% | $4,763-85.2% |
| Participant deferral / active EE | $722 | $4,176-82.7% | $3,738-80.7% | $5,983-87.9% |
| Admin fee / account holder | $952 | $7,778-87.8% | $6,465-85.3% | $11,252-91.5% |