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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 | $5,744 | $59,834-90.4% | $79,576-92.8% | $68,495-91.6% |
| Participation rate | 34.3% | 61.1%-26.8pp | 69.5%-35.2pp | 67.9%-33.6pp |
| Annual return | -27.85% | -12.30%-15.6pp | 0.15%-28.0pp | -7.84%-20.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,174 | $3,024-28.1% | $3,985-45.5% | $4,028-46.0% |
| Admin fee / account holder | $1,348 | $4,835-72.1% | $6,834-80.3% | $5,403-75.0% |