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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 | $3,827 | $92,743-95.9% | $82,744-95.4% | $134,532-97.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -89.51% | 946.63%-1036.1pp | 702.22%-791.7pp | 418.27%-507.8pp |
| Employer contribution / active EE | $632 | $3,273-80.7% | $3,008-79.0% | $4,741-86.7% |
| Participant deferral / active EE | $1,011 | $4,802-78.9% | $4,395-77.0% | $6,401-84.2% |
| Admin fee / account holder | $10,210 | $5,977+70.8% | $5,325+91.7% | $11,429-10.7% |