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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 | $4,847 | $45,872-89.4% | $77,096-93.7% | $68,486-92.9% |
| Participation rate | 33.3% | 55.9%-22.6pp | 67.9%-34.6pp | 67.9%-34.6pp |
| Annual return | -29.38% | 1.73%-31.1pp | 42.35%-71.7pp | -7.85%-21.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,308 | $2,963-55.8% | $4,429-70.5% | $4,028-67.5% |
| Admin fee / account holder | $469 | $3,041-84.6% | $5,428-91.4% | $5,404-91.3% |