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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 | $15,691 | $55,449-71.7% | $83,830-81.3% | $56,287-72.1% |
| Participation rate | 34.7% | 68.0%-33.3pp | 76.1%-41.5pp | 69.9%-35.2pp |
| Annual return | -10.51% | -1.38%-9.1pp | 850.97%-861.5pp | -9.96%-0.6pp |
| Employer contribution / active EE | $871 | $2,430-64.2% | $3,631-76.0% | $2,111-58.8% |
| Participant deferral / active EE | $1,702 | $2,935-42.0% | $4,082-58.3% | $3,350-49.2% |
| Admin fee / account holder | $413 | $656-37.0% | $5,479-92.5% | $521-20.7% |