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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 | $1,360 | $81,763-98.3% | $58,561-97.7% | $139,466-99.0% |
| Participation rate | 23.8% | 61.3%-37.5pp | 50.9%-27.1pp | 80.3%-56.5pp |
| Annual return | -725.48% | 7427.77%-8153.3pp | 4251.33%-4976.8pp | 373.66%-1099.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $467 | $2,555-81.7% | $1,923-75.7% | $6,712-93.0% |
| Admin fee / account holder | $422 | $3,273-87.1% | $2,520-83.2% | $11,409-96.3% |