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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 | $20,353 | $54,380-62.6% | $68,509-70.3% | $59,633-65.9% |
| Participation rate | 55.6% | 70.2%-14.6pp | 74.7%-19.2pp | 68.7%-13.1pp |
| Annual return | -3.12% | 2.83%-6.0pp | 8.27%-11.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,612 | $2,643-1.2% | $3,382-22.8% | $3,192-18.2% |
| Admin fee / account holder | $1,991 | $3,885-48.8% | $5,275-62.3% | $4,297-53.7% |