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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 | $1,746 | $160,070-98.9% | $147,117-98.8% | $145,897-98.8% |
| Participation rate | 27.3% | 84.0%-56.8pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | -33.05% | 98.69%-131.7pp | 420.54%-453.6pp | 552.29%-585.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,144 | $15,035-92.4% | $12,993-91.2% | $13,390-91.5% |