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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 | $22,639 | $102,382-77.9% | $147,005-84.6% | $80,874-72.0% |
| Participation rate | 39.4% | 75.8%-36.5pp | 82.2%-42.8pp | 67.6%-28.3pp |
| Annual return | 3.64% | 134.89%-131.3pp | 418.76%-415.1pp | 35.62%-32.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,853 | $6,646-57.1% | $8,070-64.6% | $4,297-33.6% |
| Admin fee / account holder | $20,550 | $7,942+158.7% | $13,006+58.0% | $6,935+196.3% |