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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 | $14,038 | $58,523-76.0% | $99,479-85.9% | $72,976-80.8% |
| Participation rate | 40.4% | 64.6%-24.2pp | 73.8%-33.5pp | 69.5%-29.1pp |
| Annual return | -5.00% | 28.51%-33.5pp | 30.72%-35.7pp | 81.02%-86.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,038 | $2,606-60.2% | $3,619-71.3% | $3,608-71.2% |
| Admin fee / account holder | $469 | $4,102-88.6% | $6,253-92.5% | $5,124-90.9% |