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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 | $6,163 | $73,839-91.7% | $143,788-95.7% | $68,495-91.0% |
| Participation rate | 40.5% | 66.7%-26.1pp | 80.3%-39.8pp | 67.9%-27.4pp |
| Annual return | -23.82% | 1.01%-24.8pp | -0.03%-23.8pp | -7.84%-16.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,390 | $3,384-58.9% | $5,638-75.3% | $4,028-65.5% |
| Admin fee / account holder | $1,624 | $5,755-71.8% | $14,675-88.9% | $5,403-70.0% |