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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 | $18,220 | $60,989-70.1% | $60,899-70.1% | $66,930-72.8% |
| Participation rate | 28.2% | 74.5%-46.3pp | 73.1%-44.9pp | 69.8%-41.6pp |
| Annual return | -16.81% | -9.60%-7.2pp | 16.92%-33.7pp | 1.57%-18.4pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,702-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,185 | $3,615-39.6% | $3,817-42.8% | $4,238-48.4% |
| Admin fee / account holder | $1,466 | $338+333.1% | $3,225-54.6% | $593+147.0% |