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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 | $4,590 | $138,114-96.7% | $125,391-96.3% | $134,545-96.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -40.82% | 750.88%-791.7pp | 572.41%-613.2pp | 418.37%-459.2pp |
| Employer contribution / active EE | $1,237 | $5,246-76.4% | $4,816-74.3% | $4,742-73.9% |
| Participant deferral / active EE | $2,711 | $7,801-65.2% | $7,448-63.6% | $6,401-57.6% |
| Admin fee / account holder | $3,656 | $11,570-68.4% | $10,009-63.5% | $11,431-68.0% |