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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 | $20,109 | $73,009-72.5% | $90,760-77.8% | $68,486-70.6% |
| Participation rate | 67.5% | 70.8%-3.3pp | 75.7%-8.2pp | 67.9%-0.4pp |
| Annual return | -20.73% | -13.81%-6.9pp | -12.16%-8.6pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,433 | $3,626-5.3% | $4,565-24.8% | $4,028-14.8% |
| Admin fee / account holder | $1,038 | $5,896-82.4% | $8,444-87.7% | $5,404-80.8% |