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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 | $591 | $48,050-98.8% | $85,969-99.3% | $59,633-99.0% |
| Participation rate | 65.9% | 64.5%+1.4pp | 76.5%-10.7pp | 68.7%-2.8pp |
| Annual return | -93.49% | 0.29%-93.8pp | 9.32%-102.8pp | 2041.40%-2134.9pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,089 | $3,206+183.5% | $6,053+50.1% | $4,297+111.5% |