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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 | $5,941 | $115,917-94.9% | $100,535-94.1% | $158,982-96.3% |
| Participation rate | 36.4% | 81.6%-45.2pp | 79.4%-43.1pp | 82.0%-45.6pp |
| Annual return | -5.75% | 34.80%-40.5pp | 30.90%-36.6pp | 302.99%-308.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,397 | $6,677-64.1% | $6,271-61.8% | $5,983-59.9% |
| Admin fee / account holder | $27,049 | $11,002+145.9% | $8,085+234.6% | $11,252+140.4% |