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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 | $11,681 | $42,548-72.5% | $74,552-84.3% | $56,287-79.2% |
| Participation rate | 37.7% | 60.5%-22.7pp | 69.1%-31.4pp | 69.9%-32.1pp |
| Annual return | -10.80% | 12.40%-23.2pp | 32.53%-43.3pp | -9.96%-0.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,174 | $2,277-4.5% | $3,108-30.1% | $3,350-35.1% |
| Admin fee / account holder | $2,795 | $467+498.4% | $5,060-44.8% | $521+436.6% |