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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 | $7,134 | $215,361-96.7% | $171,082-95.8% | $273,972-97.4% |
| Participation rate | 63.6% | 82.0%-18.4pp | 76.7%-13.1pp | 83.0%-19.4pp |
| Annual return | -4.53% | 25.14%-29.7pp | 32.56%-37.1pp | 41.46%-46.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,412 | $5,543-56.5% | $4,797-49.7% | $5,287-54.4% |
| Admin fee / account holder | $2,120 | $10,846-80.5% | $8,520-75.1% | $10,133-79.1% |