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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 | $11,459 | $50,947-77.5% | $74,549-84.6% | $64,173-82.1% |
| Participation rate | 20.7% | 61.1%-40.4pp | 69.1%-48.5pp | 69.6%-48.9pp |
| Annual return | -8.05% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,976 | $2,302-14.1% | $3,108-36.4% | $3,470-43.0% |
| Admin fee / account holder | $2,266 | $4,221-46.3% | $5,059-55.2% | $4,887-53.6% |