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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 | $5,770 | $87,546-93.4% | $75,784-92.4% | $125,389-95.4% |
| Participation rate | 39.1% | 80.2%-41.0pp | 75.8%-36.7pp | 83.2%-44.1pp |
| Annual return | -4.10% | 13.49%-17.6pp | 9.68%-13.8pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,415 | $4,230-66.5% | $3,652-61.2% | $5,352-73.6% |
| Admin fee / account holder | $2,568 | $6,503-60.5% | $5,300-51.5% | $9,541-73.1% |