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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 | $3,809 | $81,358-95.3% | $155,556-97.6% | $80,959-95.3% |
| Participation rate | 36.0% | 66.3%-30.3pp | 78.2%-42.2pp | 67.7%-31.7pp |
| Annual return | -1.33% | 33.39%-34.7pp | 64.84%-66.2pp | 35.67%-37.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,228 | $3,455-64.5% | $5,631-78.2% | $4,300-71.4% |
| Admin fee / account holder | $3,143 | $7,994-60.7% | $15,885-80.2% | $6,925-54.6% |