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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 | $515 | $138,114-99.6% | $125,391-99.6% | $134,545-99.6% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -162.41% | 750.88%-913.3pp | 572.41%-734.8pp | 418.37%-580.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,015 | $7,801-35.7% | $7,448-32.7% | $6,401-21.7% |
| Admin fee / account holder | $516 | $11,570-95.5% | $10,009-94.8% | $11,431-95.5% |