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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 | $1,646 | $102,382-98.4% | $147,005-98.9% | $80,874-98.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.2%-42.2pp | 67.6%-27.6pp |
| Annual return | -51.10% | 134.89%-186.0pp | 418.76%-469.9pp | 35.62%-86.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,227 | $7,942-72.0% | $13,006-82.9% | $6,935-67.9% |