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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 | $9,666 | $50,947-81.0% | $74,549-87.0% | $64,173-84.9% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.1%-26.3pp | 69.6%-26.7pp |
| Annual return | -13.83% | -1.85%-12.0pp | 32.53%-46.4pp | 7.63%-21.5pp |
| Employer contribution / active EE | $1,317 | $1,115+18.0% | $1,961-32.9% | $2,381-44.7% |
| Participant deferral / active EE | $2,153 | $2,302-6.4% | $3,108-30.7% | $3,470-37.9% |
| Admin fee / account holder | $1,819 | $4,221-56.9% | $5,059-64.0% | $4,887-62.8% |