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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 | $8,028 | $67,214-88.1% | $61,491-86.9% | $134,532-94.0% |
| Participation rate | 60.0% | 83.7%-23.7pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -22.01% | -12.08%-9.9pp | -12.98%-9.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,299 | $6,103-29.6% | $5,188-17.1% | $6,401-32.8% |
| Admin fee / account holder | $975 | $4,610-78.9% | $4,312-77.4% | $11,429-91.5% |