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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 | $18,094 | $77,816-76.7% | $123,549-85.4% | $64,181-71.8% |
| Participation rate | 22.2% | 74.7%-52.5pp | 82.3%-60.1pp | 69.6%-47.3pp |
| Annual return | -13.59% | 12.49%-26.1pp | 119.20%-132.8pp | 7.63%-21.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,834 | $5,240-45.9% | $6,426-55.9% | $3,470-18.3% |
| Admin fee / account holder | $1,071 | $5,519-80.6% | $9,284-88.5% | $4,887-78.1% |