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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 | $3,605 | $61,660-94.2% | $80,022-95.5% | $64,173-94.4% |
| Participation rate | 59.3% | 71.7%-12.4pp | 75.8%-16.6pp | 69.6%-10.3pp |
| Annual return | -22.18% | -0.33%-21.9pp | 11.22%-33.4pp | 7.63%-29.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,891 | $2,968-36.3% | $3,686-48.7% | $3,470-45.5% |
| Admin fee / account holder | $389 | $5,417-92.8% | $6,521-94.0% | $4,887-92.0% |