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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 | $516 | $96,678-99.5% | $86,640-99.4% | $139,466-99.6% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | -0.29% | 106.69%-107.0pp | 592.52%-592.8pp | 373.66%-374.0pp |
| Employer contribution / active EE | $400 | $3,265-87.8% | $3,024-86.8% | $4,754-91.6% |
| Participant deferral / active EE | $1,000 | $4,837-79.3% | $4,438-77.5% | $6,712-85.1% |
| Admin fee / account holder | $20,259 | $6,410+216.1% | $5,616+260.8% | $11,409+77.6% |