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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 | $9,980 | $93,617-89.3% | $135,982-92.7% | $75,177-86.7% |
| Participation rate | 41.2% | 75.2%-34.0pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | -4.27% | 30.89%-35.2pp | 68.32%-72.6pp | 160.75%-165.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,615 | $6,406-59.2% | $7,760-66.3% | $4,126-36.6% |
| Admin fee / account holder | $3,447 | $6,980-50.6% | $10,767-68.0% | $5,651-39.0% |