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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 | $10,834 | $59,834-81.9% | $79,576-86.4% | $68,495-84.2% |
| Participation rate | 46.8% | 61.1%-14.3pp | 69.5%-22.7pp | 67.9%-21.1pp |
| Annual return | -41.48% | -12.30%-29.2pp | 0.15%-41.6pp | -7.84%-33.6pp |
| Employer contribution / active EE | $893 | $1,505-40.7% | $2,413-63.0% | $2,596-65.6% |
| Participant deferral / active EE | $2,471 | $3,024-18.3% | $3,985-38.0% | $4,028-38.6% |
| Admin fee / account holder | $552 | $4,835-88.6% | $6,834-91.9% | $5,403-89.8% |