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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 | $21,480 | $73,019-70.6% | $90,766-76.3% | $68,490-68.6% |
| Participation rate | 67.7% | 70.8%-3.1pp | 75.7%-8.0pp | 67.9%-0.2pp |
| Annual return | -21.79% | -13.81%-8.0pp | -12.16%-9.6pp | -7.85%-13.9pp |
| Employer contribution / active EE | $990 | $2,193-54.9% | $2,922-66.1% | $2,597-61.9% |
| Participant deferral / active EE | $1,832 | $3,626-49.5% | $4,565-59.9% | $4,028-54.5% |
| Admin fee / account holder | $477 | $5,897-91.9% | $8,446-94.4% | $5,403-91.2% |