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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 | $13,955 | $56,339-75.2% | $104,301-86.6% | $68,486-79.6% |
| Participation rate | 41.9% | 63.3%-21.3pp | 73.3%-31.3pp | 67.9%-26.0pp |
| Annual return | -19.77% | -9.19%-10.6pp | 24.61%-44.4pp | -7.85%-11.9pp |
| Employer contribution / active EE | $938 | $1,960-52.2% | $3,373-72.2% | $2,597-63.9% |
| Participant deferral / active EE | $1,344 | $3,077-56.3% | $4,626-70.9% | $4,028-66.6% |
| Admin fee / account holder | $2,244 | $4,902-54.2% | $7,340-69.4% | $5,404-58.5% |