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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 | $9,270 | $59,834-84.5% | $79,576-88.4% | $68,495-86.5% |
| Participation rate | 43.8% | 61.1%-17.3pp | 69.5%-25.7pp | 67.9%-24.1pp |
| Annual return | -20.93% | -12.30%-8.6pp | 0.15%-21.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,811 | $3,024-40.1% | $3,985-54.6% | $4,028-55.0% |
| Admin fee / account holder | $1,293 | $4,835-73.3% | $6,834-81.1% | $5,403-76.1% |