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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 | $8,866 | $102,429-91.3% | $147,096-94.0% | $80,925-89.0% |
| Participation rate | 11.4% | 75.9%-64.4pp | 82.2%-70.8pp | 67.7%-56.2pp |
| Annual return | 1.63% | 135.02%-133.4pp | 419.75%-418.1pp | 35.65%-34.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $852 | $7,957-89.3% | $13,005-93.5% | $6,940-87.7% |