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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 | $429 | $110,093-99.6% | $97,295-99.6% | $145,897-99.7% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | -56.63% | 244.76%-301.4pp | 75.62%-132.2pp | 552.29%-608.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $653 | $6,212-89.5% | $5,646-88.4% | $13,390-95.1% |