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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 | $9,301 | $91,167-89.8% | $178,498-94.8% | $79,858-88.4% |
| Participation rate | 55.2% | 69.2%-14.0pp | 81.9%-26.8pp | 69.6%-14.5pp |
| Annual return | -7.76% | 24.19%-32.0pp | 151.09%-158.9pp | 31.72%-39.5pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,085 | $3,236-4.7% | $5,202-40.7% | $3,740-17.5% |
| Admin fee / account holder | $2,819 | $6,747-58.2% | $13,985-79.8% | $5,306-46.9% |