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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 | $9,451 | $53,162-82.2% | $91,225-89.6% | $68,495-86.2% |
| Participation rate | 37.0% | 63.2%-26.2pp | 73.2%-36.2pp | 67.9%-30.9pp |
| Annual return | -20.83% | -3.14%-17.7pp | 114.10%-134.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $874 | $1,709-48.9% | $2,851-69.3% | $2,596-66.3% |
| Participant deferral / active EE | $1,618 | $2,974-45.6% | $4,234-61.8% | $4,028-59.8% |
| Admin fee / account holder | $1,140 | $4,493-74.6% | $5,422-79.0% | $5,403-78.9% |