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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 | $10,813 | $55,449-80.5% | $83,830-87.1% | $56,287-80.8% |
| Participation rate | 59.8% | 68.0%-8.2pp | 76.1%-16.3pp | 69.9%-10.0pp |
| Annual return | -9.93% | -1.38%-8.5pp | 850.97%-860.9pp | -9.96%0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,457 | $2,935-50.4% | $4,082-64.3% | $3,350-56.5% |
| Admin fee / account holder | $682 | $656+4.0% | $5,479-87.5% | $521+31.0% |