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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 | $11,681 | $95,406-87.8% | $185,849-93.7% | $85,847-86.4% |
| Participation rate | 9.9% | 68.8%-58.9pp | 81.7%-71.8pp | 69.3%-59.5pp |
| Annual return | -16.87% | 23.59%-40.5pp | 122.10%-139.0pp | 318.61%-335.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,146 | $3,424-66.5% | $5,569-79.4% | $3,952-71.0% |
| Admin fee / account holder | $2,317 | $7,214-67.9% | $16,244-85.7% | $6,261-63.0% |