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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 | $2,101 | $104,106-98.0% | $71,086-97.0% | $135,379-98.4% |
| Participation rate | 26.1% | 65.7%-39.6pp | 54.7%-28.6pp | 82.6%-56.6pp |
| Annual return | -42.03% | 1256.30%-1298.3pp | 650.59%-692.6pp | 519.79%-561.8pp |
| Employer contribution / active EE | $92 | $1,485-93.8% | $1,088-91.5% | $4,779-98.1% |
| Participant deferral / active EE | $419 | $2,527-83.4% | $1,874-77.6% | $5,609-92.5% |
| Admin fee / account holder | $366 | $4,142-91.2% | $3,082-88.1% | $10,828-96.6% |