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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 | $5,716 | $135,956-95.8% | $123,894-95.4% | $273,972-97.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -54.26% | 56.63%-110.9pp | 47.52%-101.8pp | 41.46%-95.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,723 | $6,343+116.4% | $5,984+129.3% | $5,287+159.6% |
| Admin fee / account holder | $1,421 | $9,817-85.5% | $8,357-83.0% | $10,133-86.0% |