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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 | $14,575 | $77,816-81.3% | $123,552-88.2% | $64,173-77.3% |
| Participation rate | 62.3% | 74.7%-12.4pp | 82.3%-20.0pp | 69.6%-7.3pp |
| Annual return | -8.40% | 12.49%-20.9pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,122 | $5,240+35.9% | $6,426+10.8% | $3,470+105.3% |
| Admin fee / account holder | $2,488 | $5,519-54.9% | $9,285-73.2% | $4,887-49.1% |