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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 | $4,827 | $49,177-90.2% | $79,467-93.9% | $64,173-92.5% |
| Participation rate | 19.5% | 65.0%-45.5pp | 73.3%-53.8pp | 69.6%-50.1pp |
| Annual return | -11.45% | -1.16%-10.3pp | 718.30%-729.8pp | 7.63%-19.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $862 | $2,821-69.4% | $3,704-76.7% | $3,470-75.2% |
| Admin fee / account holder | $1,717 | $3,839-55.3% | $5,104-66.4% | $4,887-64.9% |