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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 | $13,877 | $73,102-81.0% | $123,553-88.8% | $56,289-75.3% |
| Participation rate | 59.0% | 74.3%-15.3pp | 82.3%-23.2pp | 69.9%-10.8pp |
| Annual return | -10.27% | 3.01%-13.3pp | 119.21%-129.5pp | -9.96%-0.3pp |
| Employer contribution / active EE | $1,539 | $2,977-48.3% | $4,628-66.8% | $2,111-27.1% |
| Participant deferral / active EE | $2,622 | $5,423-51.6% | $6,426-59.2% | $3,350-21.7% |
| Admin fee / account holder | $1,209 | $554+118.4% | $9,284-87.0% | $521+132.1% |