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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 | $14,807 | $48,274-69.3% | $63,244-76.6% | $59,633-75.2% |
| Participation rate | 37.0% | 66.3%-29.3pp | 71.0%-34.0pp | 68.7%-31.6pp |
| Annual return | -13.20% | -240.79%+227.6pp | -70.31%+57.1pp | 2041.45%-2054.6pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,370 | $2,343-41.5% | $2,953-53.6% | $3,192-57.1% |
| Admin fee / account holder | $830 | $3,600-77.0% | $5,893-85.9% | $4,297-80.7% |