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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 | $16,088 | $59,819-73.1% | $79,583-79.8% | $68,490-76.5% |
| Participation rate | 27.4% | 61.1%-33.7pp | 69.5%-42.1pp | 67.9%-40.5pp |
| Annual return | -26.97% | -12.30%-14.7pp | 0.16%-27.1pp | -7.85%-19.1pp |
| Employer contribution / active EE | $446 | $1,505-70.4% | $2,414-81.5% | $2,597-82.8% |
| Participant deferral / active EE | $2,253 | $3,025-25.5% | $3,986-43.5% | $4,028-44.1% |
| Admin fee / account holder | $1,197 | $4,835-75.2% | $6,835-82.5% | $5,403-77.8% |