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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 | $1,215 | $72,071-98.3% | $68,368-98.2% | $137,256-99.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | -0.26% | 353.14%-353.4pp | 292.57%-292.8pp | 220.34%-220.6pp |
| Employer contribution / active EE | $467 | $2,788-83.3% | $2,649-82.4% | $4,156-88.8% |
| Participant deferral / active EE | $638 | $4,410-85.5% | $4,123-84.5% | $6,407-90.0% |
| Admin fee / account holder | $2,224 | $5,336-58.3% | $5,150-56.8% | $12,270-81.9% |