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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 | $10,230 | $48,364-78.8% | $71,796-85.8% | $62,881-83.7% |
| Participation rate | 69.1% | 60.6%+8.5pp | 69.1%0pp | 69.3%-0.2pp |
| Annual return | -2.97% | 13.16%-16.1pp | 78.04%-81.0pp | 20.14%-23.1pp |
| Employer contribution / active EE | $842 | $1,042-19.1% | $1,924-56.2% | $2,281-63.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,951 | $3,771-48.3% | $4,815-59.5% | $4,296-54.6% |