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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 | $13,968 | $45,566-69.3% | $64,105-78.2% | $59,633-76.6% |
| Participation rate | 32.3% | 60.2%-27.9pp | 68.2%-35.9pp | 68.7%-36.4pp |
| Annual return | -3.30% | 4.95%-8.3pp | 791.24%-794.5pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,544 | $2,057-24.9% | $2,822-45.3% | $3,192-51.6% |
| Admin fee / account holder | $552 | $3,268-83.1% | $4,499-87.7% | $4,297-87.1% |