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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 | $6,611 | $95,188-93.1% | $76,518-91.4% | $135,379-95.1% |
| Participation rate | 20.0% | 74.4%-54.4pp | 68.0%-48.0pp | 82.6%-62.6pp |
| Annual return | -11.38% | 4.85%-16.2pp | -0.27%-11.1pp | 519.79%-531.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,566 | $4,640-23.1% | $3,836-7.0% | $5,609-36.4% |
| Admin fee / account holder | $6,971 | $6,249+11.6% | $4,849+43.8% | $10,828-35.6% |