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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 | $11,065 | $72,177-84.7% | $115,038-90.4% | $59,633-81.4% |
| Participation rate | 60.5% | 72.6%-12.0pp | 81.4%-20.8pp | 68.7%-8.1pp |
| Annual return | -77.37% | 12.02%-89.4pp | 26.14%-103.5pp | 2041.45%-2118.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,443 | $4,783-48.9% | $6,026-59.5% | $3,192-23.4% |
| Admin fee / account holder | $1,331 | $4,927-73.0% | $8,175-83.7% | $4,297-69.0% |