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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 | $9,372 | $57,352-83.7% | $83,831-88.8% | $64,173-85.4% |
| Participation rate | 32.0% | 68.6%-36.6pp | 76.1%-44.1pp | 69.6%-37.6pp |
| Annual return | -11.63% | 11.38%-23.0pp | 850.99%-862.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,795 | $2,993-40.0% | $4,082-56.0% | $3,470-48.3% |
| Admin fee / account holder | $1,891 | $4,046-53.3% | $5,479-65.5% | $4,887-61.3% |