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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 | $7,109 | $69,518-89.8% | $59,883-88.1% | $135,382-94.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -14.35% | 7.95%-22.3pp | 3.46%-17.8pp | 519.77%-534.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,429 | $4,204-42.2% | $3,402-28.6% | $5,609-56.7% |
| Admin fee / account holder | $914 | $5,734-84.1% | $3,591-74.5% | $10,829-91.6% |