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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 | $8,919 | $46,697-80.9% | $117,533-92.4% | $68,486-87.0% |
| Participation rate | 23.1% | 56.8%-33.7pp | 70.6%-47.5pp | 67.9%-44.8pp |
| Annual return | -20.24% | -14.52%-5.7pp | 29.77%-50.0pp | -7.85%-12.4pp |
| Employer contribution / active EE | $441 | $1,506-70.7% | $4,179-89.4% | $2,597-83.0% |
| Participant deferral / active EE | $1,177 | $2,637-55.4% | $4,072-71.1% | $4,028-70.8% |
| Admin fee / account holder | $5,652 | $4,023+40.5% | $5,647+0.1% | $5,404+4.6% |