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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 | $6,569 | $64,729-89.9% | $112,263-94.1% | $68,490-90.4% |
| Participation rate | 37.0% | 67.2%-30.2pp | 75.1%-38.1pp | 67.9%-30.9pp |
| Annual return | -22.85% | -11.40%-11.4pp | 27.49%-50.3pp | -7.85%-15.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,121 | $3,566-40.5% | $4,729-55.2% | $4,028-47.3% |
| Admin fee / account holder | $1,016 | $5,222-80.5% | $6,410-84.2% | $5,403-81.2% |