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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 | $6,110 | $95,917-93.6% | $79,583-92.3% | $134,545-95.5% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | -53.60% | -2.70%-50.9pp | 0.16%-53.8pp | 418.37%-472.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,381 | $4,694-70.6% | $3,986-65.4% | $6,401-78.4% |
| Admin fee / account holder | $1,797 | $9,132-80.3% | $6,835-73.7% | $11,431-84.3% |