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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 | $11,701 | $53,596-78.2% | $90,655-87.1% | $64,181-81.8% |
| Participation rate | 38.5% | 64.5%-26.1pp | 74.0%-35.6pp | 69.6%-31.1pp |
| Annual return | -12.30% | 4.41%-16.7pp | 1.89%-14.2pp | 7.63%-19.9pp |
| Employer contribution / active EE | $557 | $1,503-62.9% | $2,532-78.0% | $2,381-76.6% |
| Participant deferral / active EE | $1,846 | $2,459-24.9% | $3,425-46.1% | $3,470-46.8% |
| Admin fee / account holder | $397 | $3,868-89.7% | $4,994-92.0% | $4,887-91.9% |