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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 | $15,321 | $56,054-72.7% | $171,082-91.0% | $62,881-75.6% |
| Participation rate | 53.6% | 62.9%-9.3pp | 76.7%-23.1pp | 69.3%-15.7pp |
| Annual return | -1.04% | 22.52%-23.6pp | 32.56%-33.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,504 | $3,158-52.4% | $4,797-68.7% | $3,203-53.1% |
| Admin fee / account holder | $665 | $3,647-81.8% | $8,520-92.2% | $4,296-84.5% |