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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 | $18,420 | $77,817-76.3% | $123,553-85.1% | $64,173-71.3% |
| Participation rate | 43.2% | 74.7%-31.5pp | 82.3%-39.1pp | 69.6%-26.4pp |
| Annual return | -14.28% | 12.49%-26.8pp | 119.21%-133.5pp | 7.63%-21.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,701 | $5,240+8.8% | $6,426-11.3% | $3,470+64.3% |
| Admin fee / account holder | $1,550 | $5,519-71.9% | $9,284-83.3% | $4,887-68.3% |