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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 | $4,713 | $72,269-93.5% | $101,271-95.3% | $79,852-94.1% |
| Participation rate | 5.2% | 68.5%-63.3pp | 75.8%-70.6pp | 69.6%-64.5pp |
| Annual return | -28.34% | 22.29%-50.6pp | 46.48%-74.8pp | 31.72%-60.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,675 | $4,401-39.2% | $5,948-55.0% | $5,306-49.6% |