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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 | $20,750 | $89,370-76.8% | $141,197-85.3% | $72,976-71.6% |
| Participation rate | 27.3% | 75.1%-47.9pp | 82.5%-55.2pp | 69.5%-42.2pp |
| Annual return | -41.78% | 111.88%-153.7pp | 71.41%-113.2pp | 81.02%-122.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,845 | $5,419-47.5% | $6,710-57.6% | $3,608-21.1% |
| Admin fee / account holder | $988 | $5,957-83.4% | $10,265-90.4% | $5,124-80.7% |