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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 | $11,802 | $73,019-83.8% | $90,766-87.0% | $68,490-82.8% |
| Participation rate | 61.9% | 70.8%-8.9pp | 75.7%-13.8pp | 67.9%-6.0pp |
| Annual return | -21.62% | -13.81%-7.8pp | -12.16%-9.5pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,012 | $2,193-53.8% | $2,922-65.4% | $2,597-61.0% |
| Participant deferral / active EE | $2,292 | $3,626-36.8% | $4,565-49.8% | $4,028-43.1% |
| Admin fee / account holder | $704 | $5,897-88.1% | $8,446-91.7% | $5,403-87.0% |