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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 | $20,935 | $71,872-70.9% | $86,691-75.9% | $68,495-69.4% |
| Participation rate | 41.9% | 72.2%-30.3pp | 76.6%-34.7pp | 67.9%-26.0pp |
| Annual return | -21.27% | 3.53%-24.8pp | 35.94%-57.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,984 | $3,779-47.5% | $4,656-57.4% | $4,028-50.7% |
| Admin fee / account holder | $3,960 | $6,112-35.2% | $7,492-47.1% | $5,403-26.7% |