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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 | $110,337-95.9% | $102,383-95.6% | $145,877-96.9% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | -112.81% | 24.83%-137.6pp | 24.94%-137.7pp | 551.28%-664.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,315 | $5,621-41.0% | $5,060-34.5% | $6,691-50.5% |
| Admin fee / account holder | $1,058 | $9,750-89.1% | $8,391-87.4% | $13,402-92.1% |