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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 | $5,557 | $60,139-90.8% | $90,461-93.9% | $79,856-93.0% |
| Participation rate | 25.0% | 65.0%-40.0pp | 72.7%-47.7pp | 69.6%-44.6pp |
| Annual return | -14.26% | 71.96%-86.2pp | 1294.76%-1309.0pp | 31.71%-46.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $825 | $2,939-71.9% | $3,964-79.2% | $3,741-77.9% |
| Admin fee / account holder | $3,272 | $3,978-17.7% | $5,617-41.7% | $5,306-38.3% |