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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 | $714 | $110,410-99.4% | $102,437-99.3% | $145,897-99.5% |
| Participation rate | 18.8% | 77.9%-59.2pp | 74.5%-55.8pp | 80.3%-61.6pp |
| Annual return | -132.26% | 24.85%-157.1pp | 24.95%-157.2pp | 552.29%-684.5pp |
| Employer contribution / active EE | $7,053 | $4,217+67.2% | $3,871+82.2% | $4,663+51.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,193 | $9,745-87.8% | $8,388-85.8% | $13,390-91.1% |