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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 | $12,028 | $62,583-80.8% | $76,767-84.3% | $64,173-81.3% |
| Participation rate | 52.7% | 72.8%-20.1pp | 77.0%-24.2pp | 69.6%-16.8pp |
| Annual return | -12.24% | -1.95%-10.3pp | 2.43%-14.7pp | 7.63%-19.9pp |
| Employer contribution / active EE | $778 | $1,832-57.5% | $2,485-68.7% | $2,381-67.3% |
| Participant deferral / active EE | $2,439 | $3,145-22.5% | $3,852-36.7% | $3,470-29.7% |
| Admin fee / account holder | $621 | $4,667-86.7% | $6,675-90.7% | $4,887-87.3% |