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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 | $1,467 | $68,097-97.8% | $62,929-97.7% | $137,256-98.9% |
| Participation rate | 22.2% | 77.4%-55.2pp | 73.1%-50.9pp | 80.0%-57.7pp |
| Annual return | -106.24% | 1859.11%-1965.4pp | 1063.93%-1170.2pp | 220.34%-326.6pp |
| Employer contribution / active EE | $1,413 | $2,811-49.7% | $2,505-43.6% | $4,156-66.0% |
| Participant deferral / active EE | $3,082 | $4,553-32.3% | $3,888-20.7% | $6,407-51.9% |
| Admin fee / account holder | $7,875 | $6,521+20.8% | $5,065+55.5% | $12,270-35.8% |