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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 | $2,000 | $104,116-98.1% | $71,089-97.2% | $135,380-98.5% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.6%-4.6pp | 82.6%-32.6pp |
| Annual return | -42.02% | 1256.51%-1298.5pp | 650.65%-692.7pp | 519.81%-561.8pp |
| Employer contribution / active EE | $979 | $1,485-34.1% | $1,088-10.0% | $4,779-79.5% |
| Participant deferral / active EE | $1,173 | $2,524-53.5% | $1,873-37.4% | $5,609-79.1% |
| Admin fee / account holder | $494 | $4,142-88.1% | $3,082-84.0% | $10,828-95.4% |