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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 | $1,915 | $172,111-98.9% | $150,298-98.7% | $137,256-98.6% |
| Participation rate | 55.0% | 81.7%-26.7pp | 77.8%-22.8pp | 80.0%-25.0pp |
| Annual return | -6.40% | 69.37%-75.8pp | 62.79%-69.2pp | 220.34%-226.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $460 | $16,471-97.2% | $14,116-96.7% | $12,270-96.3% |