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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 | $9,649 | $56,484-82.9% | $169,452-94.3% | $64,173-85.0% |
| Participation rate | 45.2% | 64.5%-19.4pp | 77.8%-32.6pp | 69.6%-24.4pp |
| Annual return | -9.66% | -1.55%-8.1pp | 1.83%-11.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,382 | $3,448-30.9% | $5,277-54.9% | $3,470-31.4% |
| Admin fee / account holder | $405 | $4,174-90.3% | $9,110-95.6% | $4,887-91.7% |