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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 | $2,003 | $108,695-98.2% | $74,722-97.3% | $152,897-98.7% |
| Participation rate | 33.3% | 65.4%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | -4.76% | 114.11%-118.9pp | 753.11%-757.9pp | 345.43%-350.2pp |
| Employer contribution / active EE | $221 | $1,504-85.3% | $1,084-79.6% | $4,764-95.4% |
| Participant deferral / active EE | $1,092 | $2,712-59.7% | $1,963-44.4% | $5,851-81.3% |
| Admin fee / account holder | $1,981 | $4,906-59.6% | $3,335-40.6% | $11,599-82.9% |