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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 | $2,493 | $32,117-92.2% | $71,086-96.5% | $64,181-96.1% |
| Participation rate | 34.5% | 42.7%-8.2pp | 54.7%-20.2pp | 69.6%-35.1pp |
| Annual return | -19.33% | -5.57%-13.8pp | 650.59%-669.9pp | 7.63%-27.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,072 | $1,263-15.1% | $1,874-42.8% | $3,470-69.1% |
| Admin fee / account holder | $622 | $2,759-77.4% | $3,082-79.8% | $4,887-87.3% |