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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 | $6,349 | $49,177-87.1% | $79,467-92.0% | $64,173-90.1% |
| Participation rate | 41.2% | 65.0%-23.9pp | 73.3%-32.2pp | 69.6%-28.4pp |
| Annual return | -9.49% | -1.16%-8.3pp | 718.30%-727.8pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $913 | $2,821-67.7% | $3,704-75.4% | $3,470-73.7% |
| Admin fee / account holder | $650 | $3,839-83.1% | $5,104-87.3% | $4,887-86.7% |