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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 | $2,431 | $88,672-97.3% | $105,223-97.7% | $82,448-97.1% |
| Participation rate | 11.6% | 67.9%-56.3pp | 75.0%-63.5pp | 68.1%-56.5pp |
| Annual return | -8.41% | 30.86%-39.3pp | 180.65%-189.1pp | 41.64%-50.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $634 | $7,146-91.1% | $8,859-92.8% | $7,234-91.2% |