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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 | $8,194 | $59,813-86.3% | $79,580-89.7% | $68,486-88.0% |
| Participation rate | 58.5% | 61.1%-2.6pp | 69.5%-11.0pp | 67.9%-9.4pp |
| Annual return | -24.92% | -12.30%-12.6pp | 0.15%-25.1pp | -7.85%-17.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,090 | $3,024-30.9% | $3,985-47.5% | $4,028-48.1% |
| Admin fee / account holder | $707 | $4,835-85.4% | $6,835-89.7% | $5,404-86.9% |