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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 | $19,962 | $58,493-65.9% | $84,023-76.2% | $72,976-72.6% |
| Participation rate | 17.2% | 61.2%-44.0pp | 69.0%-51.8pp | 69.5%-52.2pp |
| Annual return | -2.55% | 28.93%-31.5pp | 71.32%-73.9pp | 81.02%-83.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,103 | $2,394-53.9% | $3,239-66.0% | $3,608-69.4% |
| Admin fee / account holder | $1,697 | $4,569-62.8% | $6,102-72.2% | $5,124-66.9% |