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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 | $3,645 | $215,361-98.3% | $171,082-97.9% | $273,972-98.7% |
| Participation rate | 19.0% | 82.0%-63.0pp | 76.7%-57.6pp | 83.0%-64.0pp |
| Annual return | -7.91% | 25.14%-33.1pp | 32.56%-40.5pp | 41.46%-49.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,004 | $10,846-90.7% | $8,520-88.2% | $10,133-90.1% |