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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 | $16,398 | $117,846-86.1% | $102,434-84.0% | $145,884-88.8% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | -0.49% | 31.90%-32.4pp | 29.46%-29.9pp | 551.85%-552.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,198 | $5,733-26.8% | $5,055-17.0% | $6,690-37.2% |
| Admin fee / account holder | $22,665 | $13,356+69.7% | $9,462+139.5% | $13,392+69.2% |