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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 | $9,327 | $84,685-89.0% | $73,836-87.4% | $125,389-92.6% |
| Participation rate | 58.3% | 76.8%-18.4pp | 73.4%-15.1pp | 83.2%-24.9pp |
| Annual return | -10.26% | 3123.80%-3134.1pp | 2268.06%-2278.3pp | 282.24%-292.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,979 | $3,993-50.4% | $3,583-44.8% | $5,352-63.0% |
| Admin fee / account holder | $643 | $5,694-88.7% | $4,882-86.8% | $9,541-93.3% |