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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 | $7,585 | $53,546-85.8% | $69,890-89.1% | $68,490-88.9% |
| Participation rate | 58.3% | 64.5%-6.2pp | 70.5%-12.2pp | 67.9%-9.6pp |
| Annual return | -26.03% | -13.87%-12.2pp | 190.84%-216.9pp | -7.85%-18.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,515 | $2,957+52.7% | $3,848+17.3% | $4,028+12.1% |
| Admin fee / account holder | $3,074 | $4,693-34.5% | $6,267-50.9% | $5,403-43.1% |