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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 | $554 | $72,071-99.2% | $68,368-99.2% | $137,256-99.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | -6.14% | 353.14%-359.3pp | 292.57%-298.7pp | 220.34%-226.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $598 | $4,410-86.4% | $4,123-85.5% | $6,407-90.7% |
| Admin fee / account holder | $945 | $5,336-82.3% | $5,150-81.6% | $12,270-92.3% |