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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 | $4,429 | $52,279-91.5% | $89,435-95.0% | $79,856-94.5% |
| Participation rate | 64.3% | 57.5%+6.7pp | 68.0%-3.7pp | 69.6%-5.4pp |
| Annual return | -19.28% | 22.16%-41.4pp | 245.55%-264.8pp | 31.71%-51.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $815 | $3,356-75.7% | $4,884-83.3% | $5,306-84.6% |