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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 | $9,505 | $64,719-85.3% | $112,249-91.5% | $68,486-86.1% |
| Participation rate | 7.7% | 67.2%-59.5pp | 75.1%-67.4pp | 67.9%-60.2pp |
| Annual return | -37.35% | -11.40%-25.9pp | 27.48%-64.8pp | -7.85%-29.5pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,632 | $3,565-54.2% | $4,729-65.5% | $4,028-59.5% |
| Admin fee / account holder | $2,684 | $5,232-48.7% | $6,412-58.1% | $5,404-50.3% |