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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 | $28,785 | $110,083-73.9% | $151,639-81.0% | $68,486-58.0% |
| Participation rate | 38.2% | 84.0%-45.7pp | 87.5%-49.3pp | 67.9%-29.7pp |
| Annual return | -19.68% | -10.12%-9.6pp | 3.34%-23.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,739 | $6,526-42.7% | $8,363-55.3% | $4,028-7.2% |
| Admin fee / account holder | $8,247 | $7,718+6.9% | $11,613-29.0% | $5,404+52.6% |