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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 | $13,128 | $176,105-92.5% | $159,474-91.8% | $167,536-92.2% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | -4.87% | 331.91%-336.8pp | 263.68%-268.5pp | 478.82%-483.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,233 | $7,751-58.3% | $7,353-56.0% | $6,342-49.0% |
| Admin fee / account holder | $36,660 | $12,559+191.9% | $10,802+239.4% | $12,315+197.7% |