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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 | $32 | $64,920-100.0% | $103,693-100.0% | $86,983-100.0% |
| Participation rate | 30.5% | 63.6%-33.1pp | 72.6%-42.1pp | 69.5%-39.0pp |
| Annual return | -110.34% | 30.29%-140.6pp | 47.61%-157.9pp | 25.83%-136.2pp |
| Employer contribution / active EE | $844 | $2,141-60.6% | $2,920-71.1% | $2,584-67.4% |
| Participant deferral / active EE | $2,682 | $3,241-17.2% | $4,579-41.4% | $4,194-36.0% |
| Admin fee / account holder | $1,729 | $6,191-72.1% | $7,858-78.0% | $7,856-78.0% |