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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 | $9,277 | $93,064-90.0% | $74,577-87.6% | $273,972-96.6% |
| Participation rate | 21.1% | 74.9%-53.9pp | 68.1%-47.1pp | 83.0%-62.0pp |
| Annual return | -45.59% | 26.18%-71.8pp | 20.47%-66.1pp | 41.46%-87.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,342 | $4,160-67.7% | $3,458-61.2% | $5,287-74.6% |
| Admin fee / account holder | $5,936 | $5,273+12.6% | $4,138+43.4% | $10,133-41.4% |