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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 | $9,162 | $99,668-90.8% | $86,451-89.4% | $134,545-93.2% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -39.67% | 6789.61%-6829.3pp | 4398.51%-4438.2pp | 418.37%-458.0pp |
| Employer contribution / active EE | $5,546 | $4,403+26.0% | $3,770+47.1% | $4,742+17.0% |
| Participant deferral / active EE | $5,546 | $7,249-23.5% | $6,953-20.2% | $6,401-13.4% |
| Admin fee / account holder | $5,594 | $8,377-33.2% | $6,734-16.9% | $11,431-51.1% |