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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 | $9,312 | $49,280-81.1% | $67,313-86.2% | $64,173-85.5% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -12.87% | -1.39%-11.5pp | -4.08%-8.8pp | 7.63%-20.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,565 | $2,484+3.2% | $3,568-28.1% | $3,470-26.1% |
| Admin fee / account holder | $779 | $3,863-79.8% | $4,507-82.7% | $4,887-84.1% |