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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 | $1,713 | $158,852-98.9% | $121,220-98.6% | $135,380-98.7% |
| Participation rate | 12.5% | 79.3%-66.8pp | 71.8%-59.3pp | 82.6%-70.1pp |
| Annual return | -38.88% | -0.64%-38.2pp | 16.94%-55.8pp | 519.81%-558.7pp |
| Employer contribution / active EE | $110 | $5,666-98.1% | $4,023-97.3% | $4,779-97.7% |
| Participant deferral / active EE | $221 | $4,006-94.5% | $3,345-93.4% | $5,609-96.1% |
| Admin fee / account holder | $335 | $6,515-94.9% | $5,021-93.3% | $10,828-96.9% |