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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 | $3,810 | $117,623-96.8% | $71,702-94.7% | $134,509-97.2% |
| Participation rate | 19.0% | 68.9%-49.8pp | 62.3%-43.3pp | 81.2%-62.2pp |
| Annual return | -68.71% | 25.44%-94.1pp | 9.14%-77.8pp | 418.13%-486.8pp |
| Employer contribution / active EE | $172 | $2,525-93.2% | $1,704-89.9% | $4,741-96.4% |
| Participant deferral / active EE | $611 | $3,759-83.7% | $2,658-77.0% | $6,400-90.5% |
| Admin fee / account holder | $15,166 | $6,379+137.7% | $3,974+281.6% | $11,427+32.7% |