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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 | $16,457 | $135,639-87.9% | $110,241-85.1% | $135,382-87.8% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -19.06% | 513.21%-532.3pp | 314.75%-333.8pp | 519.77%-538.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,276 | $5,507-58.7% | $4,672-51.3% | $5,609-59.4% |
| Admin fee / account holder | $3,340 | $11,457-70.8% | $8,548-60.9% | $10,829-69.2% |