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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 | $12,370 | $61,660-79.9% | $80,022-84.5% | $64,173-80.7% |
| Participation rate | 44.9% | 71.7%-26.8pp | 75.8%-30.9pp | 69.6%-24.7pp |
| Annual return | -8.64% | -0.33%-8.3pp | 11.22%-19.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,303 | $2,968-56.1% | $3,686-64.6% | $3,470-62.4% |
| Admin fee / account holder | $1,406 | $5,417-74.0% | $6,521-78.4% | $4,887-71.2% |