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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 | $9,354 | $100,811-90.7% | $86,698-89.2% | $134,545-93.0% |
| Participation rate | 69.2% | 79.0%-9.7pp | 76.6%-7.4pp | 81.2%-12.0pp |
| Annual return | -22.18% | 29.11%-51.3pp | 35.96%-58.1pp | 418.37%-440.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,990 | $5,339-44.0% | $4,656-35.8% | $6,401-53.3% |
| Admin fee / account holder | $790 | $10,926-92.8% | $7,492-89.5% | $11,431-93.1% |