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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 | $12,319 | $64,719-81.0% | $112,249-89.0% | $68,486-82.0% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -23.92% | -11.40%-12.5pp | 27.48%-51.4pp | -7.85%-16.1pp |
| Employer contribution / active EE | $946 | $2,747-65.5% | $3,636-74.0% | $2,597-63.6% |
| Participant deferral / active EE | $2,750 | $3,565-22.9% | $4,729-41.9% | $4,028-31.7% |
| Admin fee / account holder | $829 | $5,232-84.1% | $6,412-87.1% | $5,404-84.7% |