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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 | $681 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 69.2% | 63.9%+5.3pp | 55.6%+13.6pp | 80.0%-10.7pp |
| Annual return | -22.72% | 219.11%-241.8pp | 302.12%-324.8pp | 220.34%-243.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $461 | $2,288-79.9% | $1,790-74.3% | $6,407-92.8% |
| Admin fee / account holder | $315 | $2,844-88.9% | $2,495-87.4% | $12,270-97.4% |