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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 | $8,425 | $48,364-82.6% | $71,796-88.3% | $62,881-86.6% |
| Participation rate | 22.9% | 60.6%-37.8pp | 69.1%-46.3pp | 69.3%-46.4pp |
| Annual return | -3.37% | 13.16%-16.5pp | 78.04%-81.4pp | 20.14%-23.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $949 | $2,091-54.6% | $2,794-66.0% | $3,203-70.4% |
| Admin fee / account holder | $1,216 | $3,771-67.8% | $4,815-74.7% | $4,296-71.7% |