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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 | $11,758 | $41,377-71.6% | $109,313-89.2% | $62,881-81.3% |
| Participation rate | 39.3% | 57.5%-18.3pp | 71.3%-32.0pp | 69.3%-30.0pp |
| Annual return | -2.06% | 11.05%-13.1pp | 22.07%-24.1pp | 20.14%-22.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,220 | $2,045-40.3% | $3,166-61.5% | $3,203-61.9% |
| Admin fee / account holder | $1,795 | $2,884-37.7% | $5,666-68.3% | $4,296-58.2% |