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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 | $8,205 | $84,518-90.3% | $67,704-87.9% | $125,389-93.5% |
| Participation rate | 39.1% | 74.8%-35.7pp | 67.5%-28.4pp | 83.2%-44.1pp |
| Annual return | -5.94% | 2.57%-8.5pp | 25.41%-31.4pp | 282.24%-288.2pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,101 | $4,430-75.1% | $3,585-69.3% | $5,352-79.4% |
| Admin fee / account holder | $7,758 | $5,340+45.3% | $4,255+82.3% | $9,541-18.7% |