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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 | $17,017 | $48,313-64.8% | $73,309-76.8% | $52,331-67.5% |
| Participation rate | 28.7% | 68.6%-39.9pp | 74.9%-46.2pp | 68.1%-39.4pp |
| Annual return | -24.19% | 3.85%-28.0pp | 5.67%-29.9pp | 4.54%-28.7pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,673 | $4,189-36.2% | $4,991-46.4% | $3,022-11.6% |
| Admin fee / account holder | $6,222 | $404+1440.4% | $5,635+10.4% | $592+951.7% |