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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 | $4,391 | $113,338-96.1% | $94,993-95.4% | $147,586-97.0% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | -2.40% | 20.80%-23.2pp | 27.14%-29.5pp | 578.59%-581.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,686 | $3,777-55.4% | $3,317-49.2% | $5,439-69.0% |
| Admin fee / account holder | $9,250 | $6,063+52.6% | $4,960+86.5% | $10,886-15.0% |