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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 | $5,551 | $90,320-93.9% | $59,496-90.7% | $125,389-95.6% |
| Participation rate | 5.3% | 68.3%-63.0pp | 54.6%-49.3pp | 83.2%-77.9pp |
| Annual return | -21.00% | 369.13%-390.1pp | 182.05%-203.1pp | 282.24%-303.2pp |
| Employer contribution / active EE | $16 | $1,792-99.1% | $1,153-98.6% | $4,866-99.7% |
| Participant deferral / active EE | $20 | $2,716-99.3% | $1,829-98.9% | $5,352-99.6% |
| Admin fee / account holder | $1,056 | $3,063-65.5% | $2,232-52.7% | $9,541-88.9% |