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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 | $23,562 | $72,404-67.5% | $110,241-78.6% | $64,181-63.3% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | -10.48% | -6.29%-4.2pp | 314.75%-325.2pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,552 | $3,469+2.4% | $4,672-24.0% | $3,470+2.4% |
| Admin fee / account holder | $4,428 | $5,664-21.8% | $8,548-48.2% | $4,887-9.4% |