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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 | $137 | $56,063-99.8% | $76,051-99.8% | $80,911-99.8% |
| Participation rate | 37.0% | 62.0%-25.0pp | 69.1%-32.0pp | 67.6%-30.6pp |
| Annual return | -119.75% | 20.54%-140.3pp | 360.42%-480.2pp | 35.63%-155.4pp |
| Employer contribution / active EE | $635 | $1,874-66.1% | $2,690-76.4% | $2,756-77.0% |
| Participant deferral / active EE | $2,227 | $3,052-27.1% | $4,257-47.7% | $4,297-48.2% |
| Admin fee / account holder | $1,053 | $5,240-79.9% | $6,416-83.6% | $6,935-84.8% |