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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 | $10,582 | $77,816-86.4% | $123,552-91.4% | $64,173-83.5% |
| Participation rate | 61.8% | 74.7%-12.9pp | 82.3%-20.5pp | 69.6%-7.8pp |
| Annual return | -8.87% | 12.49%-21.4pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,800 | $5,240-46.6% | $6,426-56.4% | $3,470-19.3% |
| Admin fee / account holder | $2,334 | $5,519-57.7% | $9,285-74.9% | $4,887-52.2% |