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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 | $7,130 | $215,361-96.7% | $171,082-95.8% | $273,972-97.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | -24.86% | 25.14%-50.0pp | 32.56%-57.4pp | 41.46%-66.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $943 | $5,543-83.0% | $4,797-80.4% | $5,287-82.2% |
| Admin fee / account holder | $2,239 | $10,846-79.4% | $8,520-73.7% | $10,133-77.9% |