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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 | $5,704 | $104,106-94.5% | $71,086-92.0% | $135,379-95.8% |
| Participation rate | 35.7% | 65.7%-29.9pp | 54.7%-18.9pp | 82.6%-46.9pp |
| Annual return | -12.51% | 1256.30%-1268.8pp | 650.59%-663.1pp | 519.79%-532.3pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $423 | $2,527-83.2% | $1,874-77.4% | $5,609-92.5% |
| Admin fee / account holder | $1,711 | $4,142-58.7% | $3,082-44.5% | $10,828-84.2% |