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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 | $9,586 | $48,274-80.1% | $63,244-84.8% | $59,633-83.9% |
| Participation rate | 45.8% | 66.3%-20.5pp | 71.0%-25.2pp | 68.7%-22.8pp |
| Annual return | -6.46% | -240.79%+234.3pp | -70.31%+63.8pp | 2041.45%-2047.9pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,643 | $2,343-29.9% | $2,953-44.4% | $3,192-48.5% |
| Admin fee / account holder | $2,688 | $3,600-25.3% | $5,893-54.4% | $4,297-37.4% |