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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 | $860 | $176,402-99.5% | $134,155-99.4% | $158,950-99.5% |
| Participation rate | 11.1% | 78.7%-67.6pp | 72.2%-61.1pp | 82.0%-70.9pp |
| Annual return | -9.37% | 63.66%-73.0pp | 36.34%-45.7pp | 302.91%-312.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $258 | $4,093-93.7% | $3,500-92.6% | $5,983-95.7% |
| Admin fee / account holder | $26,192 | $8,719+200.4% | $6,685+291.8% | $11,248+132.9% |