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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 | $5,409 | $92,743-94.2% | $82,744-93.5% | $134,532-96.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -24.18% | 946.63%-970.8pp | 702.22%-726.4pp | 418.27%-442.4pp |
| Employer contribution / active EE | $1,216 | $3,273-62.9% | $3,008-59.6% | $4,741-74.4% |
| Participant deferral / active EE | $1,527 | $4,802-68.2% | $4,395-65.2% | $6,401-76.1% |
| Admin fee / account holder | $814 | $5,977-86.4% | $5,325-84.7% | $11,429-92.9% |