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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 | $7,270 | $54,370-86.6% | $82,763-91.2% | $68,490-89.4% |
| Participation rate | 48.0% | 63.9%-15.9pp | 72.6%-24.6pp | 67.9%-19.9pp |
| Annual return | -27.69% | -13.67%-14.0pp | 702.45%-730.1pp | -7.85%-19.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,028 | $3,247-6.8% | $4,395-31.1% | $4,028-24.8% |
| Admin fee / account holder | $466 | $4,398-89.4% | $5,325-91.3% | $5,403-91.4% |