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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 | $8,669 | $42,909-79.8% | $60,906-85.8% | $68,486-87.3% |
| Participation rate | 36.7% | 66.8%-30.0pp | 73.1%-36.4pp | 67.9%-31.2pp |
| Annual return | -29.73% | -13.99%-15.7pp | 16.94%-46.7pp | -7.85%-21.9pp |
| Employer contribution / active EE | $1,709 | $1,979-13.6% | $2,703-36.8% | $2,597-34.2% |
| Participant deferral / active EE | $1,767 | $2,866-38.3% | $3,814-53.7% | $4,028-56.1% |
| Admin fee / account holder | $6,196 | $3,104+99.6% | $3,227+92.0% | $5,404+14.7% |