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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 | $3,218 | $64,307-95.0% | $57,347-94.4% | $125,393-97.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 83.2%-58.2pp |
| Annual return | -12.23% | 25.14%-37.4pp | 24.40%-36.6pp | 282.23%-294.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,351-100.0% |
| Admin fee / account holder | $458 | $5,242-91.3% | $3,356-86.3% | $9,541-95.2% |