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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 | $13,149 | $61,660-78.7% | $80,022-83.6% | $64,173-79.5% |
| Participation rate | 53.8% | 71.7%-17.8pp | 75.8%-22.0pp | 69.6%-15.7pp |
| Annual return | -9.52% | -0.33%-9.2pp | 11.22%-20.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $617 | $1,810-65.9% | $2,468-75.0% | $2,381-74.1% |
| Participant deferral / active EE | $1,833 | $2,968-38.2% | $3,686-50.3% | $3,470-47.2% |
| Admin fee / account holder | $2,812 | $5,417-48.1% | $6,521-56.9% | $4,887-42.5% |