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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 | $5,182 | $81,358-93.6% | $155,556-96.7% | $80,959-93.6% |
| Participation rate | 13.3% | 66.3%-52.9pp | 78.2%-64.9pp | 67.7%-54.3pp |
| Annual return | -95.87% | 33.39%-129.3pp | 64.84%-160.7pp | 35.67%-131.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,141 | $3,455-67.0% | $5,631-79.7% | $4,300-73.5% |
| Admin fee / account holder | $7,568 | $7,994-5.3% | $15,885-52.4% | $6,925+9.3% |