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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 | $2,633 | $97,729-97.3% | $83,830-96.9% | $135,379-98.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -21.73% | 1287.52%-1309.2pp | 850.97%-872.7pp | 519.79%-541.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,499 | $4,683-68.0% | $4,082-63.3% | $5,609-73.3% |
| Admin fee / account holder | $598 | $6,674-91.0% | $5,479-89.1% | $10,828-94.5% |