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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 | $11,710 | $80,812-85.5% | $160,784-92.7% | $82,448-85.8% |
| Participation rate | 46.5% | 66.2%-19.7pp | 77.0%-30.4pp | 68.1%-21.6pp |
| Annual return | -42.53% | 100.59%-143.1pp | 1803.92%-1846.5pp | 41.64%-84.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,980 | $4,335-54.3% | $6,293-68.5% | $4,139-52.2% |
| Admin fee / account holder | $1,856 | $7,695-75.9% | $9,717-80.9% | $7,234-74.3% |