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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 | $9,735 | $52,519-81.5% | $155,789-93.8% | $59,633-83.7% |
| Participation rate | 24.0% | 61.7%-37.7pp | 76.1%-52.1pp | 68.7%-44.7pp |
| Annual return | -9.21% | 53.51%-62.7pp | 71.54%-80.7pp | 2041.45%-2050.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,043 | $3,084-66.2% | $4,798-78.3% | $3,192-67.3% |
| Admin fee / account holder | $2,286 | $3,540-35.4% | $7,477-69.4% | $4,297-46.8% |