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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 | $12,298 | $75,832-83.8% | $147,617-91.7% | $59,633-79.4% |
| Participation rate | 48.1% | 71.6%-23.5pp | 84.6%-36.5pp | 68.7%-20.6pp |
| Annual return | -3.39% | 0.37%-3.8pp | 61.98%-65.4pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,244 | $3,131-60.3% | $4,895-74.6% | $3,192-61.0% |
| Admin fee / account holder | $720 | $5,986-88.0% | $11,612-93.8% | $4,297-83.2% |