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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 | $15,829 | $52,678-70.0% | $75,784-79.1% | $59,633-73.5% |
| Participation rate | 51.7% | 67.2%-15.5pp | 75.8%-24.1pp | 68.7%-16.9pp |
| Annual return | -7.77% | 2.95%-10.7pp | 9.68%-17.5pp | 2041.40%-2049.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,212 | $2,591-53.2% | $3,652-66.8% | $3,192-62.0% |
| Admin fee / account holder | $954 | $3,610-73.6% | $5,300-82.0% | $4,297-77.8% |