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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 | $15,479 | $62,583-75.3% | $76,767-79.8% | $64,173-75.9% |
| Participation rate | 46.6% | 72.8%-26.3pp | 77.0%-30.4pp | 69.6%-23.0pp |
| Annual return | -9.66% | -1.95%-7.7pp | 2.43%-12.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,633 | $3,145-16.3% | $3,852-31.6% | $3,470-24.1% |
| Admin fee / account holder | $1,129 | $4,667-75.8% | $6,675-83.1% | $4,887-76.9% |