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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 | $11,672 | $52,519-77.8% | $155,789-92.5% | $59,633-80.4% |
| Participation rate | 33.3% | 61.7%-28.4pp | 76.1%-42.8pp | 68.7%-35.3pp |
| Annual return | -24.09% | 53.51%-77.6pp | 71.54%-95.6pp | 2041.45%-2065.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,844 | $3,084-7.8% | $4,798-40.7% | $3,192-10.9% |
| Admin fee / account holder | $783 | $3,540-77.9% | $7,477-89.5% | $4,297-81.8% |