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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 | $5,497 | $125,237-95.6% | $105,608-94.8% | $145,877-96.2% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | -10.94% | 225.76%-236.7pp | 116.50%-127.4pp | 551.28%-562.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $964 | $17,287-94.4% | $11,028-91.3% | $13,402-92.8% |