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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 | $15,442 | $81,870-81.1% | $119,634-87.1% | $68,490-77.5% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -19.41% | -23.82%+4.4pp | -14.98%-4.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,984 | $4,148-52.2% | $5,601-64.6% | $4,028-50.7% |
| Admin fee / account holder | $3,470 | $6,583-47.3% | $10,329-66.4% | $5,403-35.8% |