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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 | $6,955 | $45,566-84.7% | $64,105-89.2% | $59,633-88.3% |
| Participation rate | 22.2% | 60.2%-37.9pp | 68.2%-45.9pp | 68.7%-46.4pp |
| Annual return | -83.53% | 4.95%-88.5pp | 791.24%-874.8pp | 2041.45%-2125.0pp |
| Employer contribution / active EE | $381 | $934-59.2% | $1,820-79.0% | $2,203-82.7% |
| Participant deferral / active EE | $1,784 | $2,057-13.3% | $2,822-36.8% | $3,192-44.1% |
| Admin fee / account holder | $348 | $3,268-89.3% | $4,499-92.3% | $4,297-91.9% |