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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 | $6,620 | $114,073-94.2% | $96,161-93.1% | $167,518-96.0% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | -7.90% | 189.95%-197.8pp | 192.01%-199.9pp | 478.71%-486.6pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,172 | $6,899-83.0% | $5,538-78.8% | $12,312-90.5% |