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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 | $5,456 | $110,551-95.1% | $80,741-93.2% | $167,518-96.7% |
| Participation rate | 14.3% | 64.0%-49.7pp | 54.2%-39.9pp | 82.1%-67.8pp |
| Annual return | -41.26% | 120.57%-161.8pp | 87.30%-128.6pp | 478.71%-520.0pp |
| Employer contribution / active EE | $57 | $1,543-96.3% | $1,160-95.1% | $4,838-98.8% |
| Participant deferral / active EE | $345 | $2,870-88.0% | $2,145-83.9% | $6,342-94.6% |
| Admin fee / account holder | $2,512 | $4,547-44.8% | $3,380-25.7% | $12,312-79.6% |