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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 | $5,179 | $97,729-94.7% | $83,830-93.8% | $135,379-96.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -143.60% | 1287.52%-1431.1pp | 850.97%-994.6pp | 519.79%-663.4pp |
| Employer contribution / active EE | $1,442 | $4,222-65.9% | $3,631-60.3% | $4,779-69.8% |
| Participant deferral / active EE | $2,141 | $4,683-54.3% | $4,082-47.5% | $5,609-61.8% |
| Admin fee / account holder | $507 | $6,674-92.4% | $5,479-90.8% | $10,828-95.3% |