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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 | $3,611 | $228,352-98.4% | $185,835-98.1% | $158,966-97.7% |
| Participation rate | 54.5% | 82.3%-27.8pp | 78.0%-23.5pp | 82.0%-27.4pp |
| Annual return | -132.23% | 40.81%-173.0pp | 35.96%-168.2pp | 302.95%-435.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,093 | $6,416-51.8% | $5,633-45.1% | $5,983-48.3% |
| Admin fee / account holder | $810 | $11,867-93.2% | $9,502-91.5% | $11,250-92.8% |