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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 | $770 | $84,464-99.1% | $61,399-98.7% | $134,509-99.4% |
| Participation rate | 18.8% | 62.2%-43.4pp | 52.6%-33.8pp | 81.2%-62.5pp |
| Annual return | -77.12% | 585.06%-662.2pp | 338.81%-415.9pp | 418.13%-495.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,591 | $2,587+0.1% | $2,131+21.6% | $11,427-77.3% |