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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 | $7,116 | $90,617-92.1% | $79,476-91.0% | $135,382-94.7% |
| Participation rate | 55.6% | 76.1%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -18.09% | 977.57%-995.7pp | 718.21%-736.3pp | 519.77%-537.9pp |
| Employer contribution / active EE | $313 | $3,068-89.8% | $2,800-88.8% | $4,779-93.4% |
| Participant deferral / active EE | $1,593 | $4,050-60.7% | $3,704-57.0% | $5,609-71.6% |
| Admin fee / account holder | $515 | $5,907-91.3% | $5,113-89.9% | $10,829-95.2% |