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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 | $17,945 | $50,947-64.8% | $74,549-75.9% | $64,173-72.0% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.1%-30.7pp | 69.6%-31.1pp |
| Annual return | -8.35% | -1.85%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $935 | $1,115-16.2% | $1,961-52.3% | $2,381-60.7% |
| Participant deferral / active EE | $2,078 | $2,302-9.7% | $3,108-33.1% | $3,470-40.1% |
| Admin fee / account holder | $983 | $4,221-76.7% | $5,059-80.6% | $4,887-79.9% |