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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 | $9,151 | $167,353-94.5% | $143,797-93.6% | $134,545-93.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -27.96% | 0.48%-28.4pp | -0.04%-27.9pp | 418.37%-446.3pp |
| Employer contribution / active EE | $3,004 | $5,620-46.6% | $4,952-39.3% | $4,742-36.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $361 | $18,096-98.0% | $14,679-97.5% | $11,431-96.8% |