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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 | $102,429-98.4% | $147,096-98.9% | $80,925-98.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | -51.10% | 135.02%-186.1pp | 419.75%-470.8pp | 35.65%-86.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,227 | $7,957-72.0% | $13,005-82.9% | $6,940-67.9% |