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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 | $5,672 | $153,769-96.3% | $133,975-95.8% | $273,972-97.9% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | -92.49% | 36.51%-129.0pp | 29.29%-121.8pp | 41.46%-133.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,395 | $6,958-51.2% | $6,282-46.0% | $5,287-35.8% |
| Admin fee / account holder | $448 | $11,765-96.2% | $9,324-95.2% | $10,133-95.6% |