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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 | $9,975 | $111,814-91.1% | $103,378-90.4% | $145,978-93.2% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | -7.48% | 24.80%-32.3pp | 24.91%-32.4pp | 550.52%-558.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,405 | $5,618-21.6% | $5,058-12.9% | $6,690-34.1% |
| Admin fee / account holder | $6,168 | $9,764-36.8% | $8,401-26.6% | $13,400-54.0% |