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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 | $9,750 | $96,956-89.9% | $69,779-86.0% | $273,972-96.4% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | -4.99% | 12.93%-17.9pp | 12.99%-18.0pp | 41.46%-46.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,643 | $3,744-29.4% | $2,931-9.8% | $5,287-50.0% |
| Admin fee / account holder | $874 | $7,934-89.0% | $4,381-80.1% | $10,133-91.4% |