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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 | $19,373 | $73,019-73.5% | $90,766-78.7% | $68,490-71.7% |
| Participation rate | 61.6% | 70.8%-9.2pp | 75.7%-14.1pp | 67.9%-6.3pp |
| Annual return | -21.45% | -13.81%-7.6pp | -12.16%-9.3pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,044 | $2,193-6.8% | $2,922-30.0% | $2,597-21.3% |
| Participant deferral / active EE | $3,165 | $3,626-12.7% | $4,565-30.7% | $4,028-21.4% |
| Admin fee / account holder | $2,067 | $5,897-64.9% | $8,446-75.5% | $5,403-61.7% |