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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 | $8,495 | $75,962-88.8% | $154,111-94.5% | $64,173-86.8% |
| Participation rate | 23.3% | 70.4%-47.1pp | 83.0%-59.7pp | 69.6%-46.2pp |
| Annual return | -13.60% | 30.32%-43.9pp | 735.18%-748.8pp | 7.63%-21.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,775 | $3,175-44.1% | $5,081-65.1% | $3,470-48.8% |
| Admin fee / account holder | $374 | $5,589-93.3% | $13,411-97.2% | $4,887-92.4% |