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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 | $5,837 | $92,743-93.7% | $82,744-92.9% | $134,532-95.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -22.37% | 946.63%-969.0pp | 702.22%-724.6pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,427 | $3,273-56.4% | $3,008-52.6% | $4,741-69.9% |
| Participant deferral / active EE | $1,975 | $4,802-58.9% | $4,395-55.1% | $6,401-69.1% |
| Admin fee / account holder | $1,654 | $5,977-72.3% | $5,325-68.9% | $11,429-85.5% |