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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 | $6,477 | $61,660-89.5% | $80,022-91.9% | $64,181-89.9% |
| Participation rate | 45.8% | 71.7%-25.9pp | 75.8%-30.1pp | 69.6%-23.8pp |
| Annual return | -9.42% | -0.33%-9.1pp | 11.22%-20.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,473 | $2,968-50.4% | $3,686-60.0% | $3,470-57.6% |
| Admin fee / account holder | $1,714 | $5,417-68.4% | $6,521-73.7% | $4,887-64.9% |