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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 | $8,934 | $97,020-90.8% | $83,322-89.3% | $135,379-93.4% |
| Participation rate | 55.6% | 80.4%-24.9pp | 77.8%-22.2pp | 82.6%-27.1pp |
| Annual return | -11.84% | 12.31%-24.2pp | 10.64%-22.5pp | 519.79%-531.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,085 | $5,964-65.0% | $5,565-62.5% | $5,609-62.8% |
| Admin fee / account holder | $2,448 | $8,426-70.9% | $7,540-67.5% | $10,828-77.4% |