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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 | $4,539 | $111,814-95.9% | $103,374-95.6% | $145,959-96.9% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | -112.81% | 24.77%-137.6pp | 24.89%-137.7pp | 561.95%-674.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,315 | $5,618-41.0% | $5,058-34.5% | $6,689-50.4% |
| Admin fee / account holder | $1,058 | $9,754-89.2% | $8,394-87.4% | $13,398-92.1% |