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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 | $13,408 | $62,583-78.6% | $76,767-82.5% | $64,173-79.1% |
| Participation rate | 59.5% | 72.8%-13.3pp | 77.0%-17.4pp | 69.6%-10.0pp |
| Annual return | -9.66% | -1.95%-7.7pp | 2.43%-12.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $603 | $1,832-67.1% | $2,485-75.7% | $2,381-74.7% |
| Participant deferral / active EE | $2,080 | $3,145-33.9% | $3,852-46.0% | $3,470-40.0% |
| Admin fee / account holder | $614 | $4,667-86.8% | $6,675-90.8% | $4,887-87.4% |