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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 | $7,262 | $76,551-90.5% | $123,894-94.1% | $62,881-88.5% |
| Participation rate | 38.2% | 73.0%-34.7pp | 81.4%-43.2pp | 69.3%-31.1pp |
| Annual return | -16.85% | 18.68%-35.5pp | 47.52%-64.4pp | 20.14%-37.0pp |
| Employer contribution / active EE | $1,078 | $2,882-62.6% | $4,617-76.7% | $2,281-52.8% |
| Participant deferral / active EE | $2,509 | $4,840-48.2% | $5,984-58.1% | $3,203-21.7% |
| Admin fee / account holder | $1,712 | $4,826-64.5% | $8,357-79.5% | $4,296-60.1% |