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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 | $9,389 | $47,977-80.4% | $154,111-93.9% | $56,287-83.3% |
| Participation rate | 49.1% | 66.2%-17.1pp | 83.0%-34.0pp | 69.9%-20.8pp |
| Annual return | -8.88% | 3.54%-12.4pp | 735.18%-744.1pp | -9.96%+1.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $767 | $2,392-67.9% | $5,081-84.9% | $3,350-77.1% |
| Admin fee / account holder | $1,007 | $438+129.8% | $13,411-92.5% | $521+93.3% |