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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 | $3,130 | $99,011-96.8% | $86,582-96.4% | $147,586-97.9% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | -4.60% | 1312.75%-1317.3pp | 965.08%-969.7pp | 578.59%-583.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $896 | $3,972-77.5% | $3,609-75.2% | $5,439-83.5% |
| Admin fee / account holder | $501 | $5,709-91.2% | $4,904-89.8% | $10,886-95.4% |