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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 | $20,299 | $73,009-72.2% | $90,756-77.6% | $68,495-70.4% |
| Participation rate | 47.6% | 70.8%-23.2pp | 75.7%-28.1pp | 67.9%-20.3pp |
| Annual return | -21.28% | -13.81%-7.5pp | -12.16%-9.1pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,213 | $3,626+98.9% | $4,565+58.0% | $4,028+79.1% |
| Admin fee / account holder | $11,138 | $5,896+88.9% | $8,445+31.9% | $5,403+106.1% |