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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 | $5,166 | $84,685-93.9% | $73,836-93.0% | $125,389-95.9% |
| Participation rate | 42.1% | 76.8%-34.7pp | 73.4%-31.3pp | 83.2%-41.1pp |
| Annual return | -10.89% | 3123.80%-3134.7pp | 2268.06%-2278.9pp | 282.24%-293.1pp |
| Employer contribution / active EE | $130 | $3,123-95.9% | $2,787-95.4% | $4,866-97.3% |
| Participant deferral / active EE | $1,257 | $3,993-68.5% | $3,583-64.9% | $5,352-76.5% |
| Admin fee / account holder | $476 | $5,694-91.6% | $4,882-90.2% | $9,541-95.0% |