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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 | $15,008 | $64,729-76.8% | $112,263-86.6% | $68,490-78.1% |
| Participation rate | 41.8% | 67.2%-25.4pp | 75.1%-33.3pp | 67.9%-26.1pp |
| Annual return | -20.86% | -11.40%-9.5pp | 27.49%-48.4pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,457 | $2,746-46.9% | $3,636-59.9% | $2,597-43.9% |
| Participant deferral / active EE | $2,780 | $3,566-22.0% | $4,729-41.2% | $4,028-31.0% |
| Admin fee / account holder | $473 | $5,222-90.9% | $6,410-92.6% | $5,403-91.2% |