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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 | $10,964 | $82,674-86.7% | $125,358-91.3% | $68,498-84.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 82.4%-25.2pp | 67.9%-10.7pp |
| Annual return | -20.09% | -5.97%-14.1pp | 572.03%-592.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,207 | $6,111-47.5% | $7,447-56.9% | $4,027-20.4% |
| Admin fee / account holder | $1,843 | $6,276-70.6% | $10,007-81.6% | $5,403-65.9% |