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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 | $703 | $106,008-99.3% | $92,240-99.2% | $147,586-99.5% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | -0.34% | 50.05%-50.4pp | 176.29%-176.6pp | 578.59%-578.9pp |
| Employer contribution / active EE | $1,662 | $4,333-61.6% | $3,680-54.8% | $4,876-65.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $539 | $6,333-91.5% | $5,194-89.6% | $10,886-95.1% |