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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 | $8,650 | $39,798-78.3% | $67,704-87.2% | $59,633-85.5% |
| Participation rate | 42.9% | 57.4%-14.5pp | 67.5%-24.7pp | 68.7%-25.8pp |
| Annual return | -3.86% | 89.94%-93.8pp | 25.41%-29.3pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,026 | $2,335-56.1% | $3,585-71.4% | $3,192-67.9% |
| Admin fee / account holder | $756 | $3,212-76.5% | $4,255-82.2% | $4,297-82.4% |