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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 | $13,676 | $64,719-78.9% | $112,249-87.8% | $68,486-80.0% |
| Participation rate | 49.0% | 67.2%-18.1pp | 75.1%-26.0pp | 67.9%-18.9pp |
| Annual return | -25.06% | -11.40%-13.7pp | 27.48%-52.5pp | -7.85%-17.2pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,202 | $3,565+17.8% | $4,729-11.2% | $4,028+4.3% |
| Admin fee / account holder | $1,697 | $5,232-67.6% | $6,412-73.5% | $5,404-68.6% |