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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 | $220 | $84,464-99.7% | $61,399-99.6% | $134,509-99.8% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -167.85% | 585.06%-752.9pp | 338.81%-506.7pp | 418.13%-586.0pp |
| Employer contribution / active EE | $193 | $1,545-87.5% | $1,159-83.3% | $4,741-95.9% |
| Participant deferral / active EE | $261 | $2,818-90.8% | $2,124-87.7% | $6,400-95.9% |
| Admin fee / account holder | $557 | $2,587-78.5% | $2,131-73.9% | $11,427-95.1% |