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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 | $4,498 | $158,852-97.2% | $121,220-96.3% | $135,380-96.7% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -9.76% | -0.64%-9.1pp | 16.94%-26.7pp | 519.81%-529.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $948 | $4,006-76.3% | $3,345-71.7% | $5,609-83.1% |
| Admin fee / account holder | $2,426 | $6,515-62.8% | $5,021-51.7% | $10,828-77.6% |