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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 | $10,778 | $61,660-82.5% | $80,022-86.5% | $64,173-83.2% |
| Participation rate | 44.1% | 71.7%-27.6pp | 75.8%-31.7pp | 69.6%-25.5pp |
| Annual return | -10.09% | -0.33%-9.8pp | 11.22%-21.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $757 | $1,810-58.2% | $2,468-69.3% | $2,381-68.2% |
| Participant deferral / active EE | $1,826 | $2,968-38.5% | $3,686-50.5% | $3,470-47.4% |
| Admin fee / account holder | $402 | $5,417-92.6% | $6,521-93.8% | $4,887-91.8% |