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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 | $7,707 | $82,674-90.7% | $125,381-93.9% | $68,486-88.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -24.24% | -5.97%-18.3pp | 572.31%-596.5pp | -7.85%-16.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,945 | $6,111-51.8% | $7,448-60.5% | $4,028-26.9% |
| Admin fee / account holder | $1,120 | $6,277-82.2% | $10,007-88.8% | $5,404-79.3% |