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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 | $7,326 | $77,976-90.6% | $81,367-91.0% | $125,389-94.2% |
| Participation rate | 43.8% | 83.3%-39.5pp | 82.3%-38.5pp | 83.2%-39.4pp |
| Annual return | -3.78% | -2.85%-0.9pp | -0.92%-2.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,745 | $5,646-51.4% | $5,383-49.0% | $5,352-48.7% |
| Admin fee / account holder | $1,392 | $12,476-88.8% | $8,926-84.4% | $9,541-85.4% |