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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 | $7,921 | $56,199-85.9% | $67,652-88.3% | $59,632-86.7% |
| Participation rate | 65.6% | 71.5%-5.8pp | 75.7%-10.0pp | 68.7%-3.0pp |
| Annual return | -3.31% | 18505.31%-18508.6pp | 6625.04%-6628.3pp | 2041.32%-2044.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,486 | $2,844+92.9% | $3,560+54.1% | $3,192+71.9% |
| Admin fee / account holder | $605 | $3,958-84.7% | $4,821-87.5% | $4,297-85.9% |