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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 | $11,843 | $50,947-76.8% | $74,549-84.1% | $64,173-81.5% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.1%-35.8pp | 69.6%-36.2pp |
| Annual return | -14.81% | -1.85%-13.0pp | 32.53%-47.3pp | 7.63%-22.4pp |
| Employer contribution / active EE | $778 | $1,115-30.2% | $1,961-60.3% | $2,381-67.3% |
| Participant deferral / active EE | $1,534 | $2,302-33.3% | $3,108-50.6% | $3,470-55.8% |
| Admin fee / account holder | $1,624 | $4,221-61.5% | $5,059-67.9% | $4,887-66.8% |