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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 | $22,710 | $73,009-68.9% | $90,756-75.0% | $68,495-66.8% |
| Participation rate | 43.9% | 70.8%-27.0pp | 75.7%-31.8pp | 67.9%-24.0pp |
| Annual return | -19.89% | -13.81%-6.1pp | -12.16%-7.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,375 | $2,193-37.3% | $2,922-53.0% | $2,596-47.1% |
| Participant deferral / active EE | $2,915 | $3,626-19.6% | $4,565-36.2% | $4,028-27.6% |
| Admin fee / account holder | $340 | $5,896-94.2% | $8,445-96.0% | $5,403-93.7% |