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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 | $1,247 | $83,337-98.5% | $67,834-98.2% | $273,972-99.5% |
| Participation rate | 53.8% | 76.4%-22.6pp | 68.8%-15.0pp | 83.0%-29.2pp |
| Annual return | -12.58% | 259.45%-272.0pp | 138.47%-151.1pp | 41.46%-54.0pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,019 | $4,088-75.1% | $3,160-67.8% | $5,287-80.7% |
| Admin fee / account holder | $549 | $6,752-91.9% | $4,622-88.1% | $10,133-94.6% |