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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 | $8 | $69,118-100.0% | $53,647-100.0% | $138,895-100.0% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | -111.65% | 248.26%-359.9pp | 358.33%-470.0pp | 145.39%-257.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $268 | $2,274-88.2% | $1,813-85.2% | $6,396-95.8% |
| Admin fee / account holder | $1,055 | $2,724-61.3% | $2,460-57.1% | $12,562-91.6% |