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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 | $12,768 | $64,729-80.3% | $112,263-88.6% | $68,490-81.4% |
| Participation rate | 59.1% | 67.2%-8.1pp | 75.1%-16.0pp | 67.9%-8.8pp |
| Annual return | -36.75% | -11.40%-25.4pp | 27.49%-64.2pp | -7.85%-28.9pp |
| Employer contribution / active EE | $1,366 | $2,746-50.2% | $3,636-62.4% | $2,597-47.4% |
| Participant deferral / active EE | $1,957 | $3,566-45.1% | $4,729-58.6% | $4,028-51.4% |
| Admin fee / account holder | $1,023 | $5,222-80.4% | $6,410-84.0% | $5,403-81.1% |