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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 | $10,154 | $59,834-83.0% | $79,576-87.2% | $68,495-85.2% |
| Participation rate | 42.3% | 61.1%-18.8pp | 69.5%-27.2pp | 67.9%-25.6pp |
| Annual return | -21.12% | -12.30%-8.8pp | 0.15%-21.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $925 | $1,505-38.5% | $2,413-61.7% | $2,596-64.4% |
| Participant deferral / active EE | $2,297 | $3,024-24.1% | $3,985-42.4% | $4,028-43.0% |
| Admin fee / account holder | $316 | $4,835-93.5% | $6,834-95.4% | $5,403-94.1% |