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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 | $6,268 | $50,972-87.7% | $88,538-92.9% | $72,975-91.4% |
| Participation rate | 29.6% | 63.4%-33.8pp | 68.7%-39.1pp | 69.5%-39.9pp |
| Annual return | -6.47% | 29.62%-36.1pp | 43.64%-50.1pp | 81.01%-87.5pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,071 | $2,230-52.0% | $2,914-63.3% | $3,608-70.3% |
| Admin fee / account holder | $1,836 | $3,230-43.2% | $4,310-57.4% | $5,124-64.2% |