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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 | $6,485 | $43,730-85.2% | $121,220-94.6% | $64,173-89.9% |
| Participation rate | 30.4% | 58.3%-28.0pp | 71.8%-41.4pp | 69.6%-39.2pp |
| Annual return | -14.42% | 68.94%-83.4pp | 16.94%-31.4pp | 7.63%-22.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,255 | $2,281-45.0% | $3,345-62.5% | $3,470-63.8% |
| Admin fee / account holder | $773 | $3,502-77.9% | $5,021-84.6% | $4,887-84.2% |