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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 | $741 | $72,071-99.0% | $68,368-98.9% | $137,256-99.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | -5.26% | 353.14%-358.4pp | 292.57%-297.8pp | 220.34%-225.6pp |
| Employer contribution / active EE | $585 | $2,788-79.0% | $2,649-77.9% | $4,156-85.9% |
| Participant deferral / active EE | $1,016 | $4,410-77.0% | $4,123-75.4% | $6,407-84.1% |
| Admin fee / account holder | $2,746 | $5,336-48.5% | $5,150-46.7% | $12,270-77.6% |