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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 | $5,250 | $102,385-94.9% | $147,080-96.4% | $80,935-93.5% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.8pp |
| Annual return | -145.91% | 135.09%-281.0pp | 420.17%-566.1pp | 35.66%-181.6pp |
| Employer contribution / active EE | $7,157 | $3,717+92.6% | $4,933+45.1% | $2,757+159.6% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,020 | $7,951+0.9% | $12,989-38.3% | $6,924+15.8% |