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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 | $13,615 | $73,009-81.4% | $90,756-85.0% | $68,495-80.1% |
| Participation rate | 51.2% | 70.8%-19.7pp | 75.7%-24.5pp | 67.9%-16.7pp |
| Annual return | -19.48% | -13.81%-5.7pp | -12.16%-7.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $935 | $2,193-57.4% | $2,922-68.0% | $2,596-64.0% |
| Participant deferral / active EE | $1,984 | $3,626-45.3% | $4,565-56.5% | $4,028-50.7% |
| Admin fee / account holder | $1,194 | $5,896-79.7% | $8,445-85.9% | $5,403-77.9% |