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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 | $7,816 | $42,383-81.6% | $76,518-89.8% | $64,173-87.8% |
| Participation rate | 40.0% | 58.1%-18.1pp | 68.0%-28.0pp | 69.6%-29.6pp |
| Annual return | -9.96% | -16.54%+6.6pp | -0.27%-9.7pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,112 | $2,566-56.7% | $3,836-71.0% | $3,470-67.9% |
| Admin fee / account holder | $474 | $3,198-85.2% | $4,849-90.2% | $4,887-90.3% |