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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 | $21,959 | $73,009-69.9% | $90,760-75.8% | $68,486-67.9% |
| Participation rate | 63.0% | 70.8%-7.9pp | 75.7%-12.7pp | 67.9%-4.9pp |
| Annual return | -20.84% | -13.81%-7.0pp | -12.16%-8.7pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,239 | $2,193-43.5% | $2,922-57.6% | $2,597-52.3% |
| Participant deferral / active EE | $3,021 | $3,626-16.7% | $4,565-33.8% | $4,028-25.0% |
| Admin fee / account holder | $652 | $5,896-88.9% | $8,444-92.3% | $5,404-87.9% |