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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 | $11,099 | $50,947-78.2% | $74,551-85.1% | $64,173-82.7% |
| Participation rate | 44.8% | 61.1%-16.2pp | 69.1%-24.3pp | 69.6%-24.7pp |
| Annual return | -22.56% | -1.85%-20.7pp | 32.53%-55.1pp | 7.63%-30.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,408 | $2,302+4.6% | $3,108-22.5% | $3,470-30.6% |
| Admin fee / account holder | $1,263 | $4,221-70.1% | $5,059-75.0% | $4,887-74.2% |