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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 | $19,849 | $73,009-72.8% | $90,760-78.1% | $68,486-71.0% |
| Participation rate | 32.4% | 70.8%-38.4pp | 75.7%-43.3pp | 67.9%-35.5pp |
| Annual return | -19.59% | -13.81%-5.8pp | -12.16%-7.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $734 | $2,193-66.5% | $2,922-74.9% | $2,597-71.7% |
| Participant deferral / active EE | $2,724 | $3,626-24.9% | $4,565-40.3% | $4,028-32.4% |
| Admin fee / account holder | $1,052 | $5,896-82.2% | $8,444-87.5% | $5,404-80.5% |