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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 | $4,536 | $102,663-95.6% | $86,216-94.7% | $139,466-96.7% |
| Participation rate | 31.8% | 74.5%-42.7pp | 69.0%-37.1pp | 80.3%-48.5pp |
| Annual return | -21.18% | 1924.52%-1945.7pp | 1169.42%-1190.6pp | 373.66%-394.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,401 | $4,677-27.3% | $3,986-14.7% | $6,712-49.3% |
| Admin fee / account holder | $4,782 | $8,663-44.8% | $6,853-30.2% | $11,409-58.1% |