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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 | $22,687 | $73,009-68.9% | $90,756-75.0% | $68,495-66.9% |
| Participation rate | 67.6% | 70.8%-3.3pp | 75.7%-8.1pp | 67.9%-0.3pp |
| Annual return | -19.01% | -13.81%-5.2pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,910 | $2,193-12.9% | $2,922-34.6% | $2,596-26.4% |
| Participant deferral / active EE | $3,151 | $3,626-13.1% | $4,565-31.0% | $4,028-21.8% |
| Admin fee / account holder | $1,193 | $5,896-79.8% | $8,445-85.9% | $5,403-77.9% |