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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 | $9,938 | $52,519-81.1% | $155,789-93.6% | $59,633-83.3% |
| Participation rate | 25.4% | 61.7%-36.3pp | 76.1%-50.7pp | 68.7%-43.3pp |
| Annual return | -5.99% | 53.51%-59.5pp | 71.54%-77.5pp | 2041.40%-2047.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,911 | $3,084-38.0% | $4,798-60.2% | $3,192-40.1% |
| Admin fee / account holder | $634 | $3,540-82.1% | $7,477-91.5% | $4,297-85.3% |