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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 | $19,944 | $135,645-85.3% | $110,243-81.9% | $135,380-85.3% |
| Participation rate | 56.5% | 83.5%-26.9pp | 79.8%-23.3pp | 82.6%-26.1pp |
| Annual return | -11.00% | 513.24%-524.2pp | 314.76%-325.8pp | 519.81%-530.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,229 | $5,507-59.5% | $4,672-52.3% | $5,609-60.3% |
| Admin fee / account holder | $685 | $11,458-94.0% | $8,548-92.0% | $10,828-93.7% |