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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 | $277 | $52,353-99.5% | $120,225-99.8% | $82,448-99.7% |
| Participation rate | 2.7% | 58.3%-55.6pp | 69.6%-66.9pp | 68.1%-65.4pp |
| Annual return | -105.63% | 61.85%-167.5pp | 439.23%-544.9pp | 41.64%-147.3pp |
| Employer contribution / active EE | $1,383 | $1,510-8.4% | $3,475-60.2% | $2,551-45.8% |
| Participant deferral / active EE | $2,955 | $2,627+12.5% | $3,999-26.1% | $4,139-28.6% |
| Admin fee / account holder | $50,465 | $4,363+1056.7% | $5,696+785.9% | $7,234+597.6% |