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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 | $6,928 | $101,063-93.1% | $81,473-91.5% | $147,586-95.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | -16.02% | 32.41%-48.4pp | 38.78%-54.8pp | 578.59%-594.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,315 | $4,242-69.0% | $3,537-62.8% | $5,439-75.8% |
| Admin fee / account holder | $8,263 | $5,812+42.2% | $4,561+81.2% | $10,886-24.1% |