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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 | $4,853 | $150,346-96.8% | $120,524-96.0% | $145,877-96.7% |
| Participation rate | 23.5% | 78.8%-55.3pp | 71.9%-48.4pp | 80.3%-56.8pp |
| Annual return | -16.76% | 154.40%-171.2pp | 107.36%-124.1pp | 551.28%-568.0pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,155 | $12,215-90.5% | $9,440-87.8% | $13,402-91.4% |