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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 | $969 | $135,379-99.3% | $426,969-99.8% | $135,379-99.3% |
| Participation rate | 66.7% | 82.6%-16.0pp | 83.3%-16.7pp | 82.6%-16.0pp |
| Annual return | -11.99% | 519.79%-531.8pp | -7.71%-4.3pp | 519.79%-531.8pp |
| Employer contribution / active EE | $717 | $4,779-85.0% | $15,734-95.4% | $4,779-85.0% |
| Participant deferral / active EE | $4,479 | $5,609-20.2% | $4,4790% | $5,609-20.2% |
| Admin fee / account holder | $7,874 | $10,828-27.3% | $7,8740% | $10,828-27.3% |