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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 | $9,688 | $101,283-90.4% | $75,826-87.2% | $135,380-92.8% |
| Participation rate | 68.2% | 72.7%-4.6pp | 68.2%0pp | 82.6%-14.5pp |
| Annual return | -12.55% | 3384.62%-3397.2pp | 1914.15%-1926.7pp | 519.81%-532.4pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,482 | $3,469-57.3% | $2,862-48.2% | $5,609-73.6% |
| Admin fee / account holder | $1,008 | $6,539-84.6% | $4,726-78.7% | $10,828-90.7% |