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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 | $1,111 | $101,283-98.9% | $75,826-98.5% | $135,382-99.2% |
| Participation rate | 20.0% | 72.7%-52.7pp | 68.2%-48.2pp | 82.6%-62.6pp |
| Annual return | -196.38% | 3384.62%-3581.0pp | 1914.15%-2110.5pp | 519.77%-716.2pp |
| Employer contribution / active EE | $871 | $2,382-63.4% | $1,913-54.5% | $4,779-81.8% |
| Participant deferral / active EE | $871 | $3,469-74.9% | $2,862-69.6% | $5,609-84.5% |
| Admin fee / account holder | $1,298 | $6,539-80.2% | $4,726-72.5% | $10,829-88.0% |