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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 | $3,657 | $107,809-96.6% | $90,657-96.0% | $135,380-97.3% |
| Participation rate | 58.8% | 78.0%-19.2pp | 74.0%-15.2pp | 82.6%-23.8pp |
| Annual return | -12.97% | -0.90%-12.1pp | 1.89%-14.9pp | 519.81%-532.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,504 | $3,872-35.3% | $3,424-26.9% | $5,609-55.4% |
| Admin fee / account holder | $2,552 | $5,931-57.0% | $4,994-48.9% | $10,828-76.4% |