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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 | $1,593 | $59,440-97.3% | $78,004-98.0% | $82,637-98.1% |
| Participation rate | 9.4% | 62.8%-53.4pp | 69.4%-60.1pp | 68.1%-58.7pp |
| Annual return | -16.32% | 40.24%-56.6pp | 31.07%-47.4pp | 53.51%-69.8pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $661 | $5,504-88.0% | $7,578-91.3% | $7,339-91.0% |