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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 | $8,217 | $62,589-86.9% | $76,768-89.3% | $64,173-87.2% |
| Participation rate | 63.6% | 72.8%-9.2pp | 77.0%-13.3pp | 69.6%-5.9pp |
| Annual return | -29.23% | -1.95%-27.3pp | 2.43%-31.7pp | 7.63%-36.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,543 | $3,145-19.1% | $3,852-34.0% | $3,470-26.7% |
| Admin fee / account holder | $13,845 | $4,667+196.7% | $6,675+107.4% | $4,887+183.3% |