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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 | $17,991 | $50,947-64.7% | $74,551-75.9% | $64,173-72.0% |
| Participation rate | 50.5% | 61.1%-10.5pp | 69.1%-18.6pp | 69.6%-19.0pp |
| Annual return | -10.92% | -1.85%-9.1pp | 32.53%-43.5pp | 7.63%-18.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,097 | $2,302-52.3% | $3,108-64.7% | $3,470-68.4% |
| Admin fee / account holder | $931 | $4,221-77.9% | $5,059-81.6% | $4,887-81.0% |