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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 | $6,792 | $123,859-94.5% | $69,632-90.2% | $145,897-95.3% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | -1.71% | 192.49%-194.2pp | 101.32%-103.0pp | 552.29%-554.0pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,481 | $4,242-65.1% | $2,889-48.7% | $6,689-77.9% |
| Admin fee / account holder | $1,910 | $7,817-75.6% | $4,695-59.3% | $13,390-85.7% |