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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 | $4,962 | $84,236-94.1% | $170,435-97.1% | $70,126-92.9% |
| Participation rate | 32.3% | 70.8%-38.6pp | 83.6%-51.3pp | 69.5%-37.3pp |
| Annual return | -12.67% | 23.06%-35.7pp | 205.94%-218.6pp | 73.15%-85.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,205 | $3,086-61.0% | $4,939-75.6% | $3,332-63.8% |
| Admin fee / account holder | $733 | $5,698-87.1% | $13,881-94.7% | $4,645-84.2% |