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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 | $6,779 | $84,685-92.0% | $73,836-90.8% | $125,389-94.6% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -10.81% | 3123.80%-3134.6pp | 2268.06%-2278.9pp | 282.24%-293.1pp |
| Employer contribution / active EE | $754 | $3,123-75.9% | $2,787-72.9% | $4,866-84.5% |
| Participant deferral / active EE | $2,486 | $3,993-37.7% | $3,583-30.6% | $5,352-53.5% |
| Admin fee / account holder | $1,000 | $5,694-82.4% | $4,882-79.5% | $9,541-89.5% |