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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 | $14,473 | $43,730-66.9% | $121,220-88.1% | $64,173-77.4% |
| Participation rate | 32.0% | 58.3%-26.3pp | 71.8%-39.8pp | 69.6%-37.6pp |
| Annual return | -8.13% | 68.94%-77.1pp | 16.94%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,261 | $2,281-44.7% | $3,345-62.3% | $3,470-63.7% |
| Admin fee / account holder | $2,397 | $3,502-31.6% | $5,021-52.3% | $4,887-51.0% |