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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 | $9,559 | $82,674-88.4% | $125,381-92.4% | $68,486-86.0% |
| Participation rate | 34.8% | 75.1%-40.3pp | 82.4%-47.6pp | 67.9%-33.1pp |
| Annual return | -69.84% | -5.97%-63.9pp | 572.31%-642.2pp | -7.85%-62.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,265 | $6,111-30.2% | $7,448-42.7% | $4,028+5.9% |
| Admin fee / account holder | $1,188 | $6,277-81.1% | $10,007-88.1% | $5,404-78.0% |