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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 | $5,338 | $57,352-90.7% | $83,830-93.6% | $64,173-91.7% |
| Participation rate | 42.6% | 68.6%-26.1pp | 76.1%-33.6pp | 69.6%-27.0pp |
| Annual return | -10.81% | 11.38%-22.2pp | 850.97%-861.8pp | 7.63%-18.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,509 | $2,993-49.6% | $4,082-63.0% | $3,470-56.5% |
| Admin fee / account holder | $344 | $4,046-91.5% | $5,479-93.7% | $4,887-93.0% |