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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 | $8,001 | $77,976-89.7% | $81,367-90.2% | $125,389-93.6% |
| Participation rate | 0.0% | 83.3%-83.3pp | 82.3%-82.3pp | 83.2%-83.2pp |
| Annual return | -6.47% | -2.85%-3.6pp | -0.92%-5.6pp | 282.24%-288.7pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,931 | $5,646-65.8% | $5,383-64.1% | $5,352-63.9% |
| Admin fee / account holder | $772 | $12,476-93.8% | $8,926-91.3% | $9,541-91.9% |