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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 | $6,748 | $108,701-93.8% | $74,723-91.0% | $152,909-95.6% |
| Participation rate | 9.1% | 65.4%-56.3pp | 54.5%-45.4pp | 82.5%-73.4pp |
| Annual return | -24.01% | 114.12%-138.1pp | 753.18%-777.2pp | 345.46%-369.5pp |
| Employer contribution / active EE | $52 | $1,504-96.5% | $1,084-95.2% | $4,764-98.9% |
| Participant deferral / active EE | $502 | $2,709-81.5% | $1,962-74.4% | $5,851-91.4% |
| Admin fee / account holder | $802 | $4,906-83.7% | $3,335-75.9% | $11,601-93.1% |