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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 | $5,015 | $161,352-96.9% | $134,172-96.3% | $137,256-96.3% |
| Participation rate | 16.7% | 78.3%-61.6pp | 72.5%-55.8pp | 80.0%-63.3pp |
| Annual return | -7.49% | 28.72%-36.2pp | 25.30%-32.8pp | 220.34%-227.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,351 | $15,028-91.0% | $12,016-88.8% | $12,270-89.0% |