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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 | $4,757 | $113,941-95.8% | $94,228-95.0% | $125,388-96.2% |
| Participation rate | 47.6% | 82.9%-35.3pp | 78.8%-31.2pp | 83.2%-35.6pp |
| Annual return | -4.07% | 5.29%-9.4pp | 10.68%-14.8pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,534 | $5,179-70.4% | $4,320-64.5% | $5,352-71.3% |
| Admin fee / account holder | $2,108 | $8,392-74.9% | $6,269-66.4% | $9,541-77.9% |