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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 | $16,509 | $77,817-78.8% | $123,553-86.6% | $64,173-74.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -13.61% | 12.49%-26.1pp | 119.21%-132.8pp | 7.63%-21.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,876 | $5,240-45.1% | $6,426-55.2% | $3,470-17.1% |
| Admin fee / account holder | $2,372 | $5,519-57.0% | $9,284-74.5% | $4,887-51.5% |