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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 | $12,235 | $77,816-84.3% | $123,552-90.1% | $64,173-80.9% |
| Participation rate | 37.7% | 74.7%-37.0pp | 82.3%-44.6pp | 69.6%-31.9pp |
| Annual return | -18.72% | 12.49%-31.2pp | 119.20%-137.9pp | 7.63%-26.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,419 | $5,240-53.8% | $6,426-62.4% | $3,470-30.3% |
| Admin fee / account holder | $1,553 | $5,519-71.9% | $9,285-83.3% | $4,887-68.2% |