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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 | $823 | $92,743-99.1% | $82,744-99.0% | $134,532-99.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -314.25% | 946.63%-1260.9pp | 702.22%-1016.5pp | 418.27%-732.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,199 | $4,802-75.0% | $4,395-72.7% | $6,401-81.3% |
| Admin fee / account holder | $971 | $5,977-83.8% | $5,325-81.8% | $11,429-91.5% |