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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 | $5,022 | $57,350-91.2% | $83,850-94.0% | $64,181-92.2% |
| Participation rate | 46.2% | 68.6%-22.5pp | 76.1%-30.0pp | 69.6%-23.4pp |
| Annual return | -9.83% | 11.38%-21.2pp | 850.92%-860.8pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,352 | $2,993-54.8% | $4,082-66.9% | $3,470-61.0% |
| Admin fee / account holder | $324 | $4,046-92.0% | $5,478-94.1% | $4,887-93.4% |