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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 | $15,377 | $59,813-74.3% | $79,580-80.7% | $68,486-77.5% |
| Participation rate | 60.9% | 61.1%-0.2pp | 69.5%-8.6pp | 67.9%-7.0pp |
| Annual return | -20.62% | -12.30%-8.3pp | 0.15%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $705 | $1,505-53.2% | $2,413-70.8% | $2,597-72.9% |
| Participant deferral / active EE | $2,073 | $3,024-31.5% | $3,985-48.0% | $4,028-48.5% |
| Admin fee / account holder | $1,130 | $4,835-76.6% | $6,835-83.5% | $5,404-79.1% |