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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 | $18,293 | $82,674-77.9% | $125,381-85.4% | $68,486-73.3% |
| Participation rate | 44.7% | 75.1%-30.3pp | 82.4%-37.6pp | 67.9%-23.2pp |
| Annual return | -27.66% | -5.97%-21.7pp | 572.31%-600.0pp | -7.85%-19.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,892 | $6,111-36.3% | $7,448-47.7% | $4,028-3.4% |
| Admin fee / account holder | $2,647 | $6,277-57.8% | $10,007-73.6% | $5,404-51.0% |