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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 | $7,495 | $64,729-88.4% | $112,263-93.3% | $68,490-89.1% |
| Participation rate | 13.9% | 67.2%-53.3pp | 75.1%-61.2pp | 67.9%-54.0pp |
| Annual return | -49.98% | -11.40%-38.6pp | 27.49%-77.5pp | -7.85%-42.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,838 | $3,566-48.4% | $4,729-61.1% | $4,028-54.4% |
| Admin fee / account holder | $2,497 | $5,222-52.2% | $6,410-61.0% | $5,403-53.8% |