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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 | $14,064 | $92,219-84.7% | $76,768-81.7% | $135,379-89.6% |
| Participation rate | 52.2% | 79.8%-27.6pp | 77.0%-24.8pp | 82.6%-30.5pp |
| Annual return | -12.79% | 5.46%-18.2pp | 2.43%-15.2pp | 519.79%-532.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,714 | $4,508-62.0% | $3,852-55.5% | $5,609-69.4% |
| Admin fee / account holder | $666 | $10,749-93.8% | $6,675-90.0% | $10,828-93.9% |