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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 | $17,542 | $48,364-63.7% | $71,796-75.6% | $62,881-72.1% |
| Participation rate | 54.3% | 60.6%-6.3pp | 69.1%-14.8pp | 69.3%-15.0pp |
| Annual return | -4.57% | 13.16%-17.7pp | 78.04%-82.6pp | 20.14%-24.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,412 | $2,091+15.3% | $2,794-13.7% | $3,203-24.7% |
| Admin fee / account holder | $4,633 | $3,771+22.9% | $4,815-3.8% | $4,296+7.9% |