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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 | $2,049 | $106,247-98.1% | $96,515-97.9% | $139,466-98.5% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.3%-61.8pp | 80.3%-67.8pp |
| Annual return | -7.79% | 38.47%-46.3pp | 35.73%-43.5pp | 373.66%-381.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $522 | $7,885-93.4% | $6,735-92.2% | $11,409-95.4% |