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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 | $1,484 | $88,778-98.3% | $81,844-98.2% | $145,884-99.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | -2.57% | 1033.03%-1035.6pp | 778.87%-781.4pp | 551.85%-554.4pp |
| Employer contribution / active EE | $843 | $3,087-72.7% | $2,916-71.1% | $4,662-81.9% |
| Participant deferral / active EE | $2,032 | $4,648-56.3% | $4,323-53.0% | $6,690-69.6% |
| Admin fee / account holder | $38,200 | $8,430+353.1% | $7,355+419.3% | $13,392+185.2% |