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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 | $3,599 | $90,320-96.0% | $59,496-94.0% | $125,389-97.1% |
| Participation rate | 21.1% | 68.3%-47.2pp | 54.6%-33.5pp | 83.2%-62.1pp |
| Annual return | -39.82% | 369.13%-408.9pp | 182.05%-221.9pp | 282.24%-322.1pp |
| Employer contribution / active EE | $234 | $1,792-86.9% | $1,153-79.7% | $4,866-95.2% |
| Participant deferral / active EE | $355 | $2,716-86.9% | $1,829-80.6% | $5,352-93.4% |
| Admin fee / account holder | $428 | $3,063-86.0% | $2,232-80.8% | $9,541-95.5% |