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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 | $322 | $63,346-99.5% | $92,240-99.7% | $70,126-99.5% |
| Participation rate | 7.7% | 68.7%-61.0pp | 76.5%-68.8pp | 69.5%-61.8pp |
| Annual return | -54.71% | 530.19%-584.9pp | 176.29%-231.0pp | 73.15%-127.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $465 | $3,841-87.9% | $5,194-91.0% | $4,645-90.0% |