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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 | $9,633 | $64,719-85.1% | $112,249-91.4% | $68,486-85.9% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -27.33% | -11.40%-15.9pp | 27.48%-54.8pp | -7.85%-19.5pp |
| Employer contribution / active EE | $1,562 | $2,747-43.1% | $3,636-57.0% | $2,597-39.8% |
| Participant deferral / active EE | $3,057 | $3,565-14.3% | $4,729-35.4% | $4,028-24.1% |
| Admin fee / account holder | $328 | $5,232-93.7% | $6,412-94.9% | $5,404-93.9% |