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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 | $1,897 | $92,743-98.0% | $82,744-97.7% | $134,532-98.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -21.69% | 946.63%-968.3pp | 702.22%-723.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $656 | $3,273-80.0% | $3,008-78.2% | $4,741-86.2% |
| Participant deferral / active EE | $1,030 | $4,802-78.5% | $4,395-76.6% | $6,401-83.9% |
| Admin fee / account holder | $825 | $5,977-86.2% | $5,325-84.5% | $11,429-92.8% |