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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 | $22,031 | $58,320-62.2% | $86,451-74.5% | $66,949-67.1% |
| Participation rate | 47.6% | 78.6%-31.0pp | 80.3%-32.7pp | 69.8%-22.2pp |
| Annual return | -20.94% | -9.71%-11.2pp | 4398.51%-4419.5pp | 1.57%-22.5pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,854 | $6,899-44.1% | $6,953-44.6% | $4,239-9.1% |
| Admin fee / account holder | $840 | $546+53.9% | $6,734-87.5% | $594+41.6% |