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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 | $4,418 | $64,716-93.2% | $112,258-96.1% | $68,495-93.6% |
| Participation rate | 48.1% | 67.2%-19.0pp | 75.1%-26.9pp | 67.9%-19.7pp |
| Annual return | -32.81% | -11.40%-21.4pp | 27.47%-60.3pp | -7.84%-25.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,741 | $3,565-51.2% | $4,728-63.2% | $4,028-56.8% |
| Admin fee / account holder | $642 | $5,232-87.7% | $6,411-90.0% | $5,403-88.1% |