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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 | $3,707 | $75,828-95.1% | $147,617-97.5% | $59,632-93.8% |
| Participation rate | 40.0% | 71.6%-31.6pp | 84.6%-44.6pp | 68.7%-28.7pp |
| Annual return | -45.53% | 0.37%-45.9pp | 61.98%-107.5pp | 2041.32%-2086.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,145 | $3,130-63.4% | $4,895-76.6% | $3,192-64.1% |
| Admin fee / account holder | $673 | $5,985-88.8% | $11,611-94.2% | $4,297-84.3% |