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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 | $4,624 | $102,595-95.5% | $94,057-95.1% | $154,746-97.0% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | -4.78% | 583.42%-588.2pp | 480.62%-485.4pp | 172.34%-177.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,940 | $5,118-62.1% | $4,709-58.8% | $6,730-71.2% |
| Admin fee / account holder | $17,032 | $7,736+120.2% | $7,244+135.1% | $14,365+18.6% |