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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 | $3,030 | $42,909-92.9% | $60,906-95.0% | $68,486-95.6% |
| Participation rate | 60.7% | 66.8%-6.1pp | 73.1%-12.4pp | 67.9%-7.2pp |
| Annual return | -41.17% | -13.99%-27.2pp | 16.94%-58.1pp | -7.85%-33.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,049 | $2,866-28.5% | $3,814-46.3% | $4,028-49.1% |
| Admin fee / account holder | $453 | $3,104-85.4% | $3,227-86.0% | $5,404-91.6% |