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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 | $8,181 | $57,140-85.7% | $85,240-90.4% | $80,959-89.9% |
| Participation rate | 7.4% | 56.4%-49.0pp | 67.5%-60.1pp | 67.7%-60.3pp |
| Annual return | -1.24% | 21.71%-23.0pp | 66.75%-68.0pp | 35.67%-36.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,170 | $3,115-62.4% | $4,527-74.1% | $4,300-72.8% |
| Admin fee / account holder | $12,758 | $4,992+155.6% | $6,165+107.0% | $6,925+84.2% |