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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 | $2,995 | $90,607-96.7% | $79,467-96.2% | $135,380-97.8% |
| Participation rate | 64.3% | 76.0%-11.8pp | 73.3%-9.1pp | 82.6%-18.4pp |
| Annual return | -21.99% | 977.74%-999.7pp | 718.30%-740.3pp | 519.81%-541.8pp |
| Employer contribution / active EE | $572 | $3,068-81.4% | $2,800-79.6% | $4,779-88.0% |
| Participant deferral / active EE | $1,745 | $4,050-56.9% | $3,704-52.9% | $5,609-68.9% |
| Admin fee / account holder | $595 | $5,895-89.9% | $5,104-88.3% | $10,828-94.5% |