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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 | $8,100 | $59,834-86.5% | $79,576-89.8% | $68,495-88.2% |
| Participation rate | 42.2% | 61.1%-18.8pp | 69.5%-27.3pp | 67.9%-25.7pp |
| Annual return | -62.33% | -12.30%-50.0pp | 0.15%-62.5pp | -7.84%-54.5pp |
| Employer contribution / active EE | $840 | $1,505-44.2% | $2,413-65.2% | $2,596-67.7% |
| Participant deferral / active EE | $3,568 | $3,024+18.0% | $3,985-10.5% | $4,028-11.4% |
| Admin fee / account holder | $605 | $4,835-87.5% | $6,834-91.1% | $5,403-88.8% |