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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 | $11,017 | $63,845-82.7% | $81,370-86.5% | $80,959-86.4% |
| Participation rate | 36.9% | 63.9%-27.0pp | 69.5%-32.6pp | 67.7%-30.7pp |
| Annual return | -25.57% | 16.37%-41.9pp | 24.85%-50.4pp | 35.67%-61.2pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,446 | $3,093-53.2% | $3,885-62.8% | $4,300-66.4% |
| Admin fee / account holder | $3,992 | $5,688-29.8% | $5,749-30.6% | $6,925-42.4% |