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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 | $11,710 | $84,953-86.2% | $163,379-92.8% | $82,637-85.8% |
| Participation rate | 46.5% | 65.9%-19.4pp | 76.8%-30.3pp | 68.1%-21.5pp |
| Annual return | -42.53% | 23.07%-65.6pp | 63.41%-105.9pp | 53.51%-96.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,980 | $4,326-54.2% | $6,282-68.5% | $4,126-52.0% |
| Admin fee / account holder | $1,856 | $7,921-76.6% | $9,818-81.1% | $7,339-74.7% |