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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 | $9,845 | $57,352-82.8% | $83,831-88.3% | $64,173-84.7% |
| Participation rate | 31.4% | 68.6%-37.2pp | 76.1%-44.8pp | 69.6%-38.2pp |
| Annual return | -14.17% | 11.38%-25.6pp | 850.99%-865.2pp | 7.63%-21.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,551 | $2,993-48.2% | $4,082-62.0% | $3,470-55.3% |
| Admin fee / account holder | $329 | $4,046-91.9% | $5,479-94.0% | $4,887-93.3% |