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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 | $14,665 | $64,729-77.3% | $112,263-86.9% | $68,490-78.6% |
| Participation rate | 24.1% | 67.2%-43.0pp | 75.1%-50.9pp | 67.9%-43.8pp |
| Annual return | -25.37% | -11.40%-14.0pp | 27.49%-52.9pp | -7.85%-17.5pp |
| Employer contribution / active EE | $694 | $2,746-74.7% | $3,636-80.9% | $2,597-73.3% |
| Participant deferral / active EE | $2,596 | $3,566-27.2% | $4,729-45.1% | $4,028-35.5% |
| Admin fee / account holder | $1,077 | $5,222-79.4% | $6,410-83.2% | $5,403-80.1% |