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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 | $6,778 | $48,267-86.0% | $68,808-90.1% | $68,486-90.1% |
| Participation rate | 66.0% | 60.7%+5.3pp | 69.0%-3.1pp | 67.9%-1.9pp |
| Annual return | -24.49% | -12.70%-11.8pp | -6.37%-18.1pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,970 | $2,867+3.6% | $3,942-24.7% | $4,028-26.3% |
| Admin fee / account holder | $2,230 | $4,362-48.9% | $4,936-54.8% | $5,404-58.7% |