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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 | $111,814-99.4% | $103,374-99.3% | $145,959-99.5% |
| Participation rate | 18.8% | 77.9%-59.2pp | 74.5%-55.8pp | 80.3%-61.5pp |
| Annual return | -132.26% | 24.77%-157.0pp | 24.89%-157.1pp | 561.95%-694.2pp |
| Employer contribution / active EE | $7,053 | $4,214+67.4% | $3,869+82.3% | $4,661+51.3% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,193 | $9,754-87.8% | $8,394-85.8% | $13,398-91.1% |