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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 | $5,232 | $118,877-95.6% | $96,570-94.6% | $167,536-96.9% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.3pp |
| Annual return | -38.42% | 50.50%-88.9pp | 37.79%-76.2pp | 478.82%-517.2pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,338 | $4,617-71.0% | $3,849-65.2% | $6,342-78.9% |
| Admin fee / account holder | $1,797 | $8,069-77.7% | $6,182-70.9% | $12,315-85.4% |