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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 | $16,565 | $77,816-78.7% | $123,552-86.6% | $64,173-74.2% |
| Participation rate | 37.8% | 74.7%-36.9pp | 82.3%-44.5pp | 69.6%-31.7pp |
| Annual return | -10.62% | 12.49%-23.1pp | 119.20%-129.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,459 | $5,240-34.0% | $6,426-46.2% | $3,470-0.3% |
| Admin fee / account holder | $1,139 | $5,519-79.4% | $9,285-87.7% | $4,887-76.7% |