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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 | $1,417 | $108,285-98.7% | $77,552-98.2% | $158,982-99.1% |
| Participation rate | 11.1% | 64.4%-53.3pp | 54.2%-43.1pp | 82.0%-70.9pp |
| Annual return | -17.06% | 31.69%-48.7pp | 54.82%-71.9pp | 302.99%-320.0pp |
| Employer contribution / active EE | $61 | $1,325-95.4% | $987-93.8% | $4,763-98.7% |
| Participant deferral / active EE | $122 | $2,455-95.0% | $1,861-93.4% | $5,983-98.0% |
| Admin fee / account holder | $756 | $3,709-79.6% | $2,859-73.6% | $11,252-93.3% |