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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 | $12,697 | $41,854-69.7% | $73,845-82.8% | $52,331-75.7% |
| Participation rate | 63.2% | 66.2%-3.0pp | 73.4%-10.2pp | 68.1%-4.9pp |
| Annual return | -4.37% | 2.11%-6.5pp | 2267.91%-2272.3pp | 4.54%-8.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,788-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,142 | $2,498+25.8% | $3,583-12.3% | $3,022+4.0% |
| Admin fee / account holder | $306 | $493-37.9% | $4,881-93.7% | $592-48.3% |