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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 | $6,238 | $165,399-96.2% | $149,745-95.8% | $158,982-96.1% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | -18.43% | 348.34%-366.8pp | 276.72%-295.2pp | 302.99%-321.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,434 | $7,183-66.1% | $6,843-64.4% | $5,983-59.3% |
| Admin fee / account holder | $33,846 | $10,811+213.1% | $9,312+263.5% | $11,252+200.8% |