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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 | $11,011 | $73,009-84.9% | $90,756-87.9% | $68,495-83.9% |
| Participation rate | 59.4% | 70.8%-11.5pp | 75.7%-16.3pp | 67.9%-8.5pp |
| Annual return | -21.03% | -13.81%-7.2pp | -12.16%-8.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,379 | $2,193-37.1% | $2,922-52.8% | $2,596-46.9% |
| Participant deferral / active EE | $2,601 | $3,626-28.3% | $4,565-43.0% | $4,028-35.4% |
| Admin fee / account holder | $1,758 | $5,896-70.2% | $8,445-79.2% | $5,403-67.5% |