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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 | $9,213 | $73,848-87.5% | $143,799-93.6% | $68,486-86.5% |
| Participation rate | 50.9% | 66.7%-15.8pp | 80.3%-29.4pp | 67.9%-17.0pp |
| Annual return | -22.05% | 0.91%-23.0pp | -0.04%-22.0pp | -7.85%-14.2pp |
| Employer contribution / active EE | $1,184 | $3,184-62.8% | $4,952-76.1% | $2,597-54.4% |
| Participant deferral / active EE | $2,148 | $3,385-36.5% | $5,638-61.9% | $4,028-46.7% |
| Admin fee / account holder | $991 | $5,755-82.8% | $14,677-93.2% | $5,404-81.7% |