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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 | $9,642 | $42,910-77.5% | $60,919-84.2% | $68,490-85.9% |
| Participation rate | 68.6% | 66.8%+1.8pp | 73.1%-4.5pp | 67.9%+0.7pp |
| Annual return | -19.62% | -13.99%-5.6pp | 16.96%-36.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,087 | $2,866-62.1% | $3,814-71.5% | $4,028-73.0% |
| Admin fee / account holder | $675 | $3,104-78.2% | $3,228-79.1% | $5,403-87.5% |