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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 | $603 | $84,551-99.3% | $61,452-99.0% | $134,532-99.6% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -27.24% | 585.39%-612.6pp | 338.96%-366.2pp | 418.27%-445.5pp |
| Employer contribution / active EE | $499 | $1,545-67.7% | $1,160-57.0% | $4,741-89.5% |
| Participant deferral / active EE | $568 | $2,818-79.8% | $2,125-73.2% | $6,401-91.1% |
| Admin fee / account holder | $1,880 | $2,587-27.3% | $2,131-11.8% | $11,429-83.5% |