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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 | $4,531 | $88,707-94.9% | $74,184-93.9% | $273,972-98.3% |
| Participation rate | 39.1% | 79.4%-40.3pp | 76.6%-37.5pp | 83.0%-43.9pp |
| Annual return | -17.90% | 11.94%-29.8pp | 17.74%-35.6pp | 41.46%-59.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,682 | $4,212-60.1% | $3,550-52.6% | $5,287-68.2% |
| Admin fee / account holder | $380 | $8,717-95.6% | $5,586-93.2% | $10,133-96.3% |