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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 | $12,090 | $50,947-76.3% | $74,551-83.8% | $64,173-81.2% |
| Participation rate | 26.7% | 61.1%-34.4pp | 69.1%-42.5pp | 69.6%-42.9pp |
| Annual return | -12.05% | -1.85%-10.2pp | 32.53%-44.6pp | 7.63%-19.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,527 | $2,302-33.6% | $3,108-50.9% | $3,470-56.0% |
| Admin fee / account holder | $1,605 | $4,221-62.0% | $5,059-68.3% | $4,887-67.2% |