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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 | $4,330 | $111,535-96.1% | $105,223-95.9% | $137,256-96.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | -305.17% | 237.85%-543.0pp | 180.65%-485.8pp | 220.34%-525.5pp |
| Employer contribution / active EE | $1,333 | $3,939-66.2% | $3,689-63.9% | $4,156-67.9% |
| Participant deferral / active EE | $1,751 | $5,500-68.2% | $5,072-65.5% | $6,407-72.7% |
| Admin fee / account holder | $1,069 | $9,721-89.0% | $8,859-87.9% | $12,270-91.3% |