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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 | $369 | $95,915-99.6% | $79,580-99.5% | $134,532-99.7% |
| Participation rate | 14.3% | 75.0%-60.8pp | 69.5%-55.2pp | 81.2%-66.9pp |
| Annual return | -71.26% | -2.71%-68.5pp | 0.15%-71.4pp | 418.27%-489.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $711 | $9,132-92.2% | $6,835-89.6% | $11,429-93.8% |