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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 | $9,456 | $42,909-78.0% | $60,906-84.5% | $68,486-86.2% |
| Participation rate | 54.2% | 66.8%-12.5pp | 73.1%-18.9pp | 67.9%-13.7pp |
| Annual return | -19.87% | -13.99%-5.9pp | 16.94%-36.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $899 | $2,866-68.6% | $3,814-76.4% | $4,028-77.7% |
| Admin fee / account holder | $834 | $3,104-73.1% | $3,227-74.2% | $5,404-84.6% |