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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 | $3,913 | $73,863-94.7% | $143,797-97.3% | $68,490-94.3% |
| Participation rate | 45.0% | 66.7%-21.7pp | 80.3%-35.3pp | 67.9%-22.9pp |
| Annual return | -19.98% | 0.91%-20.9pp | -0.04%-19.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $947 | $3,385-72.0% | $5,638-83.2% | $4,028-76.5% |
| Admin fee / account holder | $727 | $5,756-87.4% | $14,679-95.0% | $5,403-86.5% |